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  • 2 years ago
Kara L. Duckworth, CFP®  Chief Compliance Officer/Principal Duckworth Wealth Advisors joined me toda

Kara L. Duckworth, CFP® Chief Compliance Officer/Principal Duckworth Wealth Advisors joined me toda

Duckworth Wealth Advisors
Kara L. Duckworth, CFP®
Chief Compliance Officer/Principal

If you missed Kara on today's show,
listen to our conversation here!

Kara is a wealth manager and the firm’s Chief Compliance Officer. She manages client relationships, provides financial planning services and serves on the firm’s investment committee. Think of her as a friend who will tell you the truth. Kara also manages the firm’s personal office services. To Kara, seeing a client achieve a dream is the most rewarding part of her job.

Named a “5-Star Wealth Manager” by Orange Coast magazine, Kara attended UC Riverside and holds a Bachelor of Science degree in Business Administration from the University of Phoenix. She is a Certified Financial Planner® and a member of the Financial Planning Association. Kara sits on the board of the Center for Investment and Wealth Management for the Paul Merage School of Business at the University of California, Irvine. As if that doesn’t keep her busy e

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