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Karyn Deluna

Karyn Deluna
CLU®, ChFC®, AEP

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 //brokercheck.finra.org/individual/summary/4749100

LET'S CONNECT

RIA Insurance Solutions can be your trusted partner to easily incorporate insurance into your practice.

 

We are ready to start working for you!

Schedule a call with the Head of RIA Insurance Solutions

833-652-0426

19520 West Catawba Ave, Suite 200

Cornelius, North Carolina  28031

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Financial Independence Group, LLC (“FIG”) is an insurance marketing organization. FIG is not a registered investment advisor or broker dealer. We provide support for the insurance business of investment advisor representatives and registered representatives who act in an insurance agent capacity. Brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), a registered broker-dealer. OCS representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to FINRA’s BrokerCheck website (https://brokercheck.finra.org/). This communication is offered as a source of general information about our services and is not intended as a solicitation or a recommendation.

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