Karen Zorn
Associate Wealth Advisor

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Karen is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Prior to joining Beacon Pointe, Karen worked in the mortgage industry for over two decades assisting numerous families, primarily those in her Spanish-speaking community, in mortgage operations and sales. After many years in the mortgage industry, Karen decided to expand her knowledge in wealth management and bring her expertise to the industry by starting the process of earning her CERTIFIED FINANCIAL PLANNER® (CFP®) designation at William Paterson University. Outside of the office, she is taking care of her daughter, Juliette, who keeps her busy with her art, piano, & mandarin lessons. Karen also enjoys traveling back to her home country, the Dominican Republic, or other warm destinations where she can enjoy a nice beach day with her family!