Karen K. Eng
Karen is a 23-year veteran of the financial services industry, having begun her career in financial planning and investment management in 1990 with what was then IDS Financial Services. After spending 17 years developing her practice through the many incarnations of that broker/dealer (IDS became American Express Financial Advisors which became Ameriprise Financial Services), Karen established her independent practice though LPL Financial in 2007. Having known both Jarrett Topel and Gavin DiStasi from their days together at Ameriprise, and acting as something of a mentor for them, particularly as they made their own move towards independence at LPL Financial, the idea of merging began to develop over time. In 2013, Karen decided to join the group at Topel & DiStasi Wealth Management, bringing with her a unique expertise in retirement planning in working primarily with baby-boomers and elderly clients.
Prior to her career in financial services, Karen has lived and worked across the US and internationally. After receiving her BA in statistics from UC Berkeley, like many of her peers, she joined the Peace Corps, which ignited a passion for international work and philanthropy. She applied her Masters degree in Public Health from the University of Hawaii to work in community development and family planning, and while based in Boston, she managed projects and staff in Indonesia, Bangladesh, Pakistan, Egypt and Thailand. A desire to travel less and establish roots led her to a stateside career that could combine her analytic skills, health education training and a desire for direct client connection: financial planning. Karen has enjoyed a distinguished career as a solo practitioner, garnering numerous accolades and awards for her service through the years, and is excited about being part of the advisor group at Topel & DiStasi Wealth Management.
Karen lives in the Glenview district of Oakland where she remains close to her very large extended family, all of whom live in the East Bay. A single mother by choice, Karen’s adult daughter also lives and works in Oakland. She is actively engaged in working for social justice and maintains a busy volunteer schedule. In her free time, Karen enjoys gardening, making music, playing with her dog and rooting for her favorite local sports teams, the California Golden Bears and the Oakland Athletics.
CA Insurance Lic#0807826