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Karyn Deluna

Karyn Deluna

Vice President, RIA Insurance Solutions

Karyn DeLuna, CLU ®, ChFC®, AEP, V.P., RIA Insurance Solutions. Karyn has a broad perspective and experience in the financial services industry. She started her career as an insurance producer for a mutual company, then transitioned to a client-facing registered rep within the broker-dealer environment. Karyn has significant experience with a variety of insurance types including fixed and variable annuities, disability, long-term care, and life insurance.

She spent 7 years with a mid-sized broker-dealer as a Sr. Insurance Consultant, providing registered reps with advice-centric guidance on complex risk management strategies, case design, and product expertise. Most recently, Karyn has been working with financial advisors that have a wide range of insurance experience. Karyn has extensive knowledge of financial planning concepts and technology platforms. Karyn's specialty is working with fiduciaries that need assistance to identify and implement the insurance solutions that are in the client's best interest and align with their financial plan.

Ms. DeLuna earned her M.S. from San Jose State University and is insurance licensed in most states. Karyn also holds her Series 7 and 65 securities licenses.

Link to Karyn's background on FINRA Broker Check - https //

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