Karen L. DeRose

Personal Finance, Retirement, Investing
“For over 20 years and counting, Karen DeRose and her firm, DeRose Financial Planning Group, has provided holistic, practical financial and investment management advice.”

DeRose Financial Planning Group

Job Title:

Managing Partner


Karen DeRose is Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her clients include business owners, executives, and retirees. Her firm's philosophy is "Life Happens...Plan for It!" reflecting a focus on clients' personal and financial wellbeing by building, preserving and protecting their wealth. Karen has over 20 years of experience and a dedicated, professional service team. In the November 2010 - 2015 issues of Chicago Magazine she was listed as a "Five Star Wealth Advisor." In 2013 she was first to receive the Women's Choice Award in Chicago as a women advisor.

Karen is a Certified Financial Planner Practitioner™, Chartered Retirement Planning Counselor, a Registered Representative, Collaborative Law Fellow with the Collaborative Law Institute of Illinois (financial divorce neutral) and a member of the Financial Planning Association (FPA). She holds her FINRA Series, 6,7,63 and 66 and is licensed to provide life & health in several states.  She is Past Chairman to the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors and is Chairman of the Women's Advisors WISE Group.

Karen co-founded the BNI Wildfire chapter & is also a member of the Executive Guild. She has appeared on NBC Chicago providing financial advice.


BA, Accounting & Finance, Barat College of DePaul University

CRD Number:



Karen DeRose is a registered representative of Lincoln Financial Advisors Corp.

Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer  (Member SIPC) and registered investment advisor Member SIPC (8755 West Higgins Road, Suite 200. Chicago, Illinois 60631).  Insurance offered through Lincoln affiliates and other fine companies. DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN 1382825-010416.

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