Karen Melo Ticas

Credentials:
  • CFP®
  • RICP®

Focus: Insurance Strategies, Investment Strategies, LGBTQ, Retirement Income Planning, Retirement Strategies, Student Loan Refinancing

Languages: English

Wealth Management, Insurance and Planning

While we serve a diverse population, my practice specializes in financial planning for health care providers, business professionals and the LGBTQ community. Our team provides wealth management, insurance and financial planning.

 If you want the peace of mind of having financial security, with a plan and a partner by your side, take advantage of our simple process: 

  • Engage with a CFP® professional that has a fiduciary duty to put your needs first
  • Gain a better understanding of how to protect your income, assets and choices
  • Compare options for saving in volatile markets while avoiding common mistakes
  • Have control over what you are paying in fees and taxes

 

Additionally, we know how busy you are, so we will consolidate and organize all your financial information. When something comes up, we'll be ready!

For licensing and disclosure information, please visit: https://www.planningforgood.net/

 

Diversity and Inclusion Commitment 

Our team takes pride in embracing the benefits of diversity, at all levels.

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

We look forward to collaborating with you!

Education

Bentley University, Financial Planning Program
University of Massachusetts - Dartmouth, B.S. - Finance

Affiliations & Memberships

Member of the Bristol County Estate Planning Council

Community Involvement

Big Sister with Big Brothers Big Sister of Rhode Island - 11 years

See Karen’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Karen

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Baystate Financial - Wampanoag Trail

Satellite Office

501 Wampanoag Trail Suite 200
East Providence, RI 02915

CRN202207-267845 / CRN202202-259435