Karyn Pistone, CFP®, CLU
Karyn is the heart of Pistone Wealth Advisors, with over 30 years in the industry, all focused on helping people develop and achieve their goals and dreams. Her business practices focus on wealth management, gifting and charitable strategies; as well as estate and business succession planning.
Way back when, Karyn began her career with a focus on helping physicians, professionals, executives and business owners plan for their retirement. At that time, the tools were primitive, but as the financial services industry grew, so did she. Today, Pistone Wealth Advisors offers their diverse clients the most innovative planning and investment platforms available. Karyn is a frequent speaker both locally and nationally on topics including: women and finance, investment strategies, generational planning, and retirement planning for baby boomers.
Karyn attended Miami University and Cleveland State University. She is a Chartered Life Underwriter (1983) and CERTIFIED FINANCIAL PLANNER™ (1996) and holds the FINRA NASD Series 7 and 63 securities registrations as well as a Life and Health insurance license.
Karyn is a member of the Financial Planning Association as well as a past board member of Cleveland Association of Life Underwriters. She has served on the boards of Roots of American Music, Community Shares of Greater Cleveland, WomenSpace and Mind, Body, Spirit Connected. Karyn works closely with many charitable planning and giving groups in the Cleveland community.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisors. Securities offered through Beacon Financial Services, Broker Dealer.