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Karen Baer, CSA®, CDFA™

Karen Baer, CSA®, CDFA™

Senior Wealth Advisor

About

Karen’s unique, fresh approach to financial management comes from her deep understanding of all aspects of the industry along with her dedication to her clients. Self-directed and highly motivated, Karen provides her clients with a level of service that is unrivaled, and she always welcomes the opportunity to assist her clients with all aspects of their lives. She particularly enjoys working with seniors, divorcees, and widows.

Karen is located in our Easton office. Prior to joining Bridgewater, Karen was a Sr. Financial Analyst and Partner at Triton Wealth Management.

Karen holds the Certified Divorce Financial Analyst™ (CDFA) and Certified Senior Advisor designations. She is an active member of the Financial Planning Association (FPA), the Institute for Divorce Financial Analysts (IDFA) and the Society of Certified Senior Advisors.

With an ongoing commitment to community service, Karen has served on several boards, including Crossroads Community Inc., Crossroads Community Foundation, and   Chesapeake Women’s Network (Queen Anne’s Chapter). The proud mother of four, she served as den leader for five consecutive years for her son’s Cub Scout troop

Fun Fact

Adventurous by nature, Karen has been skydiving, parasailing and   scuba diving, has a motorcycle license, and has sat in a NASCAR. She’s got her eye on the Autobahn next.

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Karen Baer, CSA®, CDFA™

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