About Karen Caldwell Experienced & Trusted

Karen provides a wide range of services for seniors, busy professionals and others who wish to bring order and clarity to their lives. Karen's goal is to empower her clients, improve their quality of life and help them achieve peace of mind.

She brings to her practice more than 30 years of experience as an executive and Vice President in the financial services industry. She has worked for several major national and international banking institutions, including Bank of America, Citibank, Crocker National Bank & Wells Fargo, overseeing, underwriting and closing 8-figure project and commercial real estate loan transactions.

Her 10+ years as a Life and Certified Money Coach, as well as CEO/Founder of Wealth Pathfinders LLC, have been an invaluable experience, allowing her to hone the necessary skills and tools to help clients become more empowered and fulfilled at any age.

As I interact with friends, clients and older members of my family, I am becoming increasingly aware of the issues and challenges that the elderly are facing.

As a daily money manager, mentor and advocate, I am helping to make my client's lives more manageable and thus reduce their stress and worry around bill paying and financial matters. For seniors, I am helping them remain independent and in control, thereby enabling them to maintain their dignity and self-esteem, as well as live a more joyful life.

I believe my extensive business experience, executive and organizational skills, along with my coaching background, detail orientation and empathic nature are valuable assets in my work with clients.

Karen is a member of the American Association of Daily Money Managers (AADMM). She is also insured, bonded and has received her certification from CSU-Fullerton in Professional Fiduciary Management for Trustees.

Call or email Karen today to schedule your complimentary consultation.