Karen L. DeRose

President & CEO

DeRose Financial Planning Group

8755 West Higgins Road, Suite 200,
Chicago, IL 60631

: 773-867-3631

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Our clients are successful business owners, professionals and retirees. Transitions for planning are: sale of a business, retirement, inheritance or loss of a loved one.

Certifications & Licenses:

CFP^®, CRPC^®

States where licensed: AZ, CA, CO, DE, FL, GA, IL, IN, LA, ME. MD, MA, MI, MN, MO, NJ, NC, OK, PA, UT, VA, WA, WI

Helping women establish and reach their financial goals is something I’m grateful to have the opportunity to do every day. I am wholly committed to each of my clients, but the Women’s Choice Award demonstrates my passion for supporting females everywhere – clientele and fellow advisors. Dedication, integrity, education, and advocacy are of utmost importance in inspiring and helping women succeed. My mission is to empower women by focusing on their objectives and values to create a firm sense of security and trust. - Karen L. DeRose

Our Practice

For over 27 years, DeRose FPG has served our clients with passion and integrity. Our focus is holistic and practical financial planning advice, along with comprehensive wealth management. We want to empower our clients to reach their personal and financial aspirations so they can the life they value."

Services Offered and Area of Focus

Financial Planning
Generational Wealth Planning
Estate Planning
Investments
Retirement Planning
Wealth Protection
Education Planning

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Disclosures

Karen DeRose has received the 2023 Financial Advisor Women's Choice Award on 11/25/2022 by the Women's Choice Award (WCA) program. Karen paid a fee to WCA to promote this recognition. There are no official nominations; interested advisors submit the qualification survey throughout the year. Karen paid $1,750 for a 2-year marketing program to promote the receipt of this award.

Broker: Lincoln Financial Advisors Corp
Term: 12/2/2021 – 12/31/2023

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.