Karen Kahn

Karen C. Kahn, CFP®
Wealth Advisor Truist Bank

3318 W Friendly Ave

Suite 300,

Greensboro, NC 27410-4806

About me

Background

As a Wealth Advisor, with more than 30 years of experience, I have provided customized financial plans and integrated wealth management services to successful families to help them manage their financial lives. These services include retirement and estate planning, trust services, insurance, business transition, and banking.

I take the time to understand my clients' full financial picture: their goals and aspirations, what keeps them up at night, what risks they want to guard against, and what kind of a legacy they want to leave to their family and to the community. With that knowledge in hand, I can tailor my approach to each family's unique needs, with integrity, objective advice, attention to detail, and unwavering concern for their wellbeing as the hallmarks of my service model.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Business Administration
University of North Carolina at Chapel Hill 1990

Personal Interests

I serve as treasurer and board member for the National Conference for Community and Justice, and am a member of Rotary Club of Greensboro, the Society for Financial Service Professionals, and the Parents Council at the Kenan Flagler Business School.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

About Our Process

Hello. I'm Karen Khan and I'm a senior wealth advisor and certified financial planner with Truist Wealth. I'm home grown. I grew up in Greensboro, North Carolina and I spent over 30 years in the Piedmont Triad helping families here and wherever life has taken them. From an early age, I always knew I'd end up in a profession where I'd be helping people in some way. As a senior wealth advisor, when you're my client, I invest the time to really know you. That means knowing you more than just in dollars and cents terms. For example, I'll know your voice when you call. I'll know your family, what you hope to accomplish, and what you worry about. I routinely work with multigenerational families who often have complexity in their lives. By taking the time to develop a deep and lasting relationship with our clients, my team and I collaborate to build a financial plan that thoroughly addresses each family's unique array of goals, priorities, and concerns. What I enjoy most about my work is leading a team of highly seasoned professionals to help our families succeed. I love it when clients tell us how grateful they are for our guidance, that they can't imagine juggling their financial lives without us, or that they've never thought about an idea we've brought to the table. We complement your other advisors, such as your CPA and attorney so that you rest easy knowing that you have a plan. If you think that I can be of service to you and your family, I look forward to hearing from you.

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}