Karen Poore
Login to view DISC.Karen Poore is a dedicated Financial Planner specializing in wealth management, legacy, and estate planning for families and businesses. A Chartered Financial Consultant (ChFC), she is described by clients as hardworking and determined. She focuses on wealth accumulation and distribution strategies to help clients achieve their long-term goals.
Karens work demonstrates a deep commitment to community, particularly through her advocacy and specialized planning for families with special needs. She actively supports various disability awareness initiatives, sharing information about Brain Injury, Developmental Disabilities, and Cerebral Palsy awareness months.
She is a designated Special Care/Special Needs Planner and a recipient of the Joseph V. Naselli Sr. Mentorship Award.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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