Karen Tom
Financial Advisor
Let's build a financially secure future together.
About me
I was born and raised in San Francisco, and aside from a few years in college, I am a San Franciscan/ Bay Area gal at heart. I went to the University of the Pacific and graduated with a Bachelor of Music in Violin Performance and Music Therapy.
As the eldest daughter of immigrant parents, I had no idea what I was doing with money. I started with my financial advisor out of college and I saw the benefits of financial planning personally, and I knew that I would be able to help more people through comprehensive financial planning. I am excited to work with driven professionals to build a comprehensive financial plan and help relieve the financial stress in their lives while developing long-lasting relationships.
I earned my FINRA SIE, 6, 63 license in 2023 and series 7 license in 2024. I make it a priority to be a continuous learner.
In my free time, I enjoy traveling internationally, reading (please talk to me about what book you're currently reading), eating good food and crafting. I am an amateur cosplayer and a hanfu enthusiast.
Lending a hand in my community.
I am a Tri Delta alumna, and Tri Delta's philanthropy is changing how the world treats and defeats childhood cancer. I am proud to continue this as a part of Northwestern Mutual. We help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jordan Young
Joann O'Shea
Sabrina Zahid
