- Fee-Only Financial Services
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
- Women's Financial Issues
- Advising Medical Professionals
Temecula, CA 92590
Karin McKerahan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Karin McKerahan, MBA, CFP® is a Fee-Only Financial Advisor in Temecula, CA. Karin is a NAPFA-registered Financial Advisor and has been in practice since 1997. As Principal, Karin coaches her clients to reach their unique goals while helping them achieve peace of mind with their finances. In additional to having an MBA degree, Karin has a Bachelor of Arts Degree in Finance with a special certification in Writing, and she uses her unique combination of technical knowledge and communication skills to educate and empower her clients. She especially enjoys working with clients as they progress through life transitions such as career changes, short-term relocations to other countries, and retirement.
Karin's practice is currently focused on working with women, and she also is an Advisor with Building Homes for Heroes, a non-profit organization that provides financial guidance to our wounded veterans.