About Karen Caldwell, AAMS

Karen brings to her financial coaching practice more than 35 years of experience in the financial services industry and commercial real estate finance, having held executive positions with several major national and international banking institutions. She is an experienced investor, actively managing her own portfolio for many years.

Karen is a graduate of the University of Colorado and the Coaches Training Institute, and has received her Accredited Asset Management Specialist designation from the College for Financial Planning.

Her 10-year commitment to Integral Transformative Practice (ITP) – a long-term practice for realizing the potential of body, mind, heart, and soul – informs her life and work.

Karen is married and lives in San Rafael, CA and San Juan Island,WA.