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Karissa M
Series 66
Bowling Green, KY
Oasis Wealth Planning Advisors
Karissa Mclaren is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and two years of industry experience. Prior to joining Oasis, she was associated with several firms including Savvy, Osaic Wealth Inc, and Perspective 9 Wealth Advisors. Outside of financial advising, she worked as a US Soccer Referee. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm uses a client-centered approach incorporating tax, cash flow, and risk factors and implements asset allocations with a mix of passive and actively managed no-load mutual funds and ETFs.
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