Karen Melo

  • CFP®
  • RICP®

Insurance, investments and fee-based advice for healthcare providers, business professionals and the LGBTQ community.

Focus: Insurance Strategies, Investment Strategies, LGBT, Retirement Income Planning

Languages: English

As a Certified Financial Plannertm professional, I run an independent practice focused on serving healthcare providers, business professionals and the LGBTQ community.  I am fiercely passionate about equality. Being first generation American, I have a deep appreciation for the meaning of hard work, diversity and building the life of your dreams.

I received a bachelor’s degree in Finance, from the University of Massachusetts and studied at Bentley University while working towards the CFP® designation. Most recently, I obtained the Retirement Income Certified Professional (RICP®) designation, to help me better serve my clients as they plan for their golden years.

For the forth consecutive year, I am honored to have received the Five Star Wealth Manager Award. It is a national recognition based on years of experience and a clean compliance record, as well as the number of professional licenses held by the advisor.

When I’m not meeting with clients and building my practice, I enjoy spending time with my Little Sister mentee, a bright teenager who I first met at the age of eight through Big Sisters of the Ocean State. I’m a life-long Massachusetts resident, but I love travelling with my fiancé as much as possible. And when it’s time to unwind, you’ll find me relaxing in my yard, cooking a low-carb recipe or enjoying a night of Latin dancing.

See Karen’s Licenses and Disclosures

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Baystate Financial - Wampanoag Trail

Satellite Office

501 Wampanoag Trail Suite 200
East Providence, RI 02915