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Kara Beth Vance, CFP®

Kara Beth Vance, CFP®

Lake Junaluska Singer

Followers of Kara Beth Vance, CFP®798 followers
location of Kara Beth Vance, CFP®Wheaton, Illinois, United States

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  • Timeline

  • About me

    Principal & Lead Advisor at Timothy Financial Counsel, Inc.

  • Education

    • Wheaton College

      2005 - 2009
      B.A Economics

      Activities and Societies: Wheaton Crew, Voice for Life, Women's Business Club

  • Experience

    • Lake Junaluska

      Jun 2006 - Dec 2008
      Lake Junaluska Singer

    • Illinois Policy Institute

      Aug 2008 - Dec 2008
      Milton Friedman Intern

    • Mercer Advisors

      Oct 2010 - Feb 2016

      • Client Advisor

        Jan 2015 - Feb 2016

      • Operations Manager

        Jan 2014 - Dec 2014

      • Financial Associate

        Oct 2010 - Dec 2013

    • Timothy Financial Counsel, Inc.

      Mar 2016 - now

      Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives.

      • Principal & Lead Advisor

        Jan 2022 - now

      • Senior Advisor

        Mar 2016 - Dec 2021

  • Licenses & Certifications

  • Volunteer Experience

    • Board Member

      Issued by PASSIONLIFE MINISTRIES on Feb 2016
      PASSIONLIFE MINISTRIESAssociated with Kara Beth Vance, CFP®

    • Board Member

      Issued by Lake Junaluska Singers Alumni Association on Jan 2010
      Lake Junaluska Singers Alumni AssociationAssociated with Kara Beth Vance, CFP®