Karen Asbra – The Road to Chief Operating Officer
Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.
In this episode, Shari talks with Karen Asbra, CFP®, Chief Operating Officer and Principal of Rappaport Reiches Capital Management. They go all the way back to the beginning, when Karen was the first employee as an Associate at RRCM – and her path to becoming Chief Operating Officer, how she balances work and family, some financial tips, and how Karen maximizes her return on life.
Shari Greco Reiches
Shari Greco Reiches is Regional Director and Partner at EP Wealth Advisors. In 2005, Shari co-founded Rappaport Reiches Capital Management. She is the architect of the firm's Investing In Your Values solution, which aligns clients' financial planning with their core values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari. She loves to talk about investing, financial planning, and Barry Manilow.