Karen Melo Ticas

Credentials:
  • CFP®
  • RICP®

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

Languages: English

Wealth Management, Insurance and 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:

  • Work with a CFP® professional that has a fiduciary duty
  • Learn how to protect your income and assets
  • Compare your options for saving in volatile markets
  • Ensure your loved ones are provided for should you die prematurely
  • Avoid making common mistakes when investing
  • Understand what you are paying in fees and taxes

We consolidate and organize all your financial information, so when something comes up, we'll be ready!

While we serve a diverse population, my practice specializes in financial planning for healthcare providers, business professionals and the LGBTQ community.

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 fifth 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. For 2019, only 5% of licensed wealth managers in the Providence area were selected to receive this award!

When I’m not meeting with clients and building my practice, I’m enjoying time with my husband and 4-year-old step-daughter. I also maintain a close relationship 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. 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.

Education

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

Affiliations & Memberships

Member of the Financial Planning Association - MA Chapter
Member of the Bristol County Estate Planning Council

Community Involvement

Big Sister with Big Brothers Big Sister of Rhode Island - 10 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

CRN202009-236860