Karen duVon, CRPC®, is a financial planner and co-founder of ClearView Financial Advisors. She provides comprehensive financial planning in the areas of retirement planning, asset management, personal risk management (life insurance and long term care), education funding and estate planning. With extensive experience and uncompromising integrity, Karen delivers objective and straight forward advice to help her clients achieve their lifelong financial goals.
Karen holds the FINRA Series 7 (General Securities) and Series 66 (Investment Advisor) registrations in addition to her CRPC® designation as a Chartered Retirement Plan Consultant. Our financial planning roadmap provides an outline of the services we provide.
Karen resides in Potomac Falls, Virginia and enjoys time spent with her husband and four grown children boating on the Chesapeake Bay.