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Hood River

Karen Smith

CFP®, MBA

Senior Wealth Advisor

33 Nichols Pkwy, Suite 310
Hood River, OR 97031

Karen Smith

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Karen Smith

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MBA – Master of Business Administration

About Karen

Karen brings a unique perspective through her background in science and technology, along with a strong business sense. Karen helps clients navigate big decisions by explaining how to think methodically about financial concepts, such as risk and reward. She also enjoys building financial plans for clients with personalized attention.

When Karen isn’t working, you can find her with her husband Jason and their two children enjoying the many outdoor activities that the Columbia River Gorge offers. Karen grew up in the Portland metro area and relocated to Hood River with her husband in 2001. They immediately fell in love with the vibrant culture, people, and activities that characterize the region. It remains a perfect choice for them, as they can enjoy their small town while remaining close to Portland and nearby family.

Education and Professional Milestones

-Colorado College – bachelor’s degree in biology

-Portland State University – master of business administration

-Received an executive certificate in financial management from Pepperdine University’s Graziadio School of Business and Management

-Has also held a financial services role for Hausman Advisors

-Worked in the technology field for Intel, Passport Online, and most recently as co-founder and managing principal of CentralPoint Systems; also worked in a pharmacology research lab at Oregon Health & Sciences University before transitioning into business

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