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About Me

Karen Jane Dunn

Welcome, I’m Karen J. Dunn, a financial advisor with firsthand experience overcoming financial struggles. Before entering finance, I lived paycheck to paycheck, managed debt, and rebuilt my finances from the ground up. That journey shaped my mission—to help others do the same. I offer practical, personalized guidance rooted in real experience, not theory. If you’re ready to regain control and build confidence in your finances, I’m here to help.

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Portfolio Management

I create customized investment strategies tailored to your goals, risk tolerance, and time horizon. My focus is on helping you build and manage a diversified portfolio designed to grow and protect your wealth over time.

Retirement Planning

I help you plan for a secure, comfortable retirement. Whether you’re just starting out or nearing retirement, I’ll work with you to create a realistic, goal-driven plan tailored to your lifestyle and financial goals.

Debt Management & Recovery

I develop personalized strategies to reduce and eliminate debt while helping you avoid common financial setbacks. This includes tailored repayment plans and support in communicating with creditors.

Money Mindset & Behavioral Coaching

I help you break unhealthy financial habits, overcome limiting beliefs, and develop a mindset that fosters lasting financial growth.

600+
Satisfied clients
$5bn
Saved for clients annually
80%
We worked of the Global 500
>90
Repeat clients or referrals
Financial advising goes beyond numbers — it’s about understanding your life, guiding meaningful decisions, and building trust that endures through every stage of change.
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Industries

My Experience Spans Every Industry and Challenge

  • Investments
  • Finances & Economy
Automotive
Defense, Security & Justice
Energy & Chemicals
Health Care
Investment Management
Telecommunications

“We wouldn’t have gotten to where we are today without Karen. She spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
Success story
Salesforce Integration Generates H&N Success in Healthcare
1.6x

net synergies realized above the initial target in the first year.

“Partnering with Karen was a game-changer for us. She took the time to understand our challenges and helped us streamline our operations for success.”

MEX
Carlos Martines
MEX – CEO
Success story
Achieving 70% Increase in Real-Time Visibility with a PPM Solution for Mex
60%

reduction in time spent on reporting was realized

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“Karen has been instrumental in our growth. She took the time to truly understand our needs and helped us eliminate inefficiencies.”

swirl
Kate Smith
Swirl – CEO & President
Success story
Boosting Efficiency by Streamlining Acquisition Management for Swirl
90%

reduction in errors and streamlining data management through automation.

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