Building Financial Autonomy
Join Bridges Social Club for a meaningful evening focused on empowering your personal financial journey and embracing the spirit of the holidays.
We're hosting a special open discussion with a dedicated financial advisor who primarily serves BIPOC clients, fostering a space where you can gain valuable insights and feel more autonomous in your financial decisions. Learn more about Karen and her experience below! This is an opportunity to openly ask questions, share experiences, and learn strategies to take control of your wealth-building path in an inclusive and supportive environment.
Event Highlights:
• Open Discussion on Personal Finance:Focus on financial well-being, building generational wealth, and navigating your unique financial landscape.
• Empowerment: Strategies for gaining confidence and autonomy in your financial life.
• Expert Insight: Direct Q&A with a financial advisor committed to serving the BIPOC community.
Who is Karen Tom?
Karen Tom is a financial advisor with Northwestern Mutual. As a queer, Asian American woman, Karen recognizes that she doesn't fit the bubble of a "traditional financial advisor" - that's why she and her team predominantly work with women, people of color, and members of the LGBTQ+ community with their financial planning. She believes that everyone should and deserve to have a financial advisor on their team. Her mission is to ensure that financial planning and financial literacy is accessible to everyone. She approaches financial planning through a comprehensive lens so that a person's financial plan directly correlates to their individual goals rather than general statistics. Karen encourages everyone to dream big, and she helps people make smart financial decisions so that their life goals are accomplished by strategy instead of by chance. A lifelong learner, she has her series 7 license and is currently studying for her Certified Financial Planner designation.
When she is not empowering individuals through their finances, you can find her at home knitting, reading, or playing videogames. She also serves as Operations Advisor for the local Tri Delta collegiate chapter. As a Tri Delta alumna she continues to give back to their philanthropy St. Jude. A self-proclaimed foodie she also enjoys exploring the amazing food scene of San Francisco/Bay Area with her partner.