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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Karissa Seeberger

Karissa joined the SmartPro team as a Financial Advisor in 2020. Before becoming an advisor, she was an advertising consultant with a local media group where she helped small businesses develop effective marketing strategies.

Karissa’s decision to become a financial advisor stems in part from her experience prior to media consulting when she owned and managed a small concrete pumping business. While she enjoyed the freedom of entrepreneurship, she found there was little time left to concentrate on her own financial planning. Since selling her business, Karissa has dedicated her time to understanding the nuances of personal finance and helping others reach their unique goals in the areas of investment management, debt management, and retirement and estate planning.

Financial Freedom and Legacy are achievable with the right plan, knowledge, and discipline. Karissa is here to map out a strategy to fit your specific goals. Dave Ramsey’s common sense approach to personal finance resonates with her because she understands how debt can trap people in a vicious cycle. Her aim is to simplify the process of building wealth and meeting life goals.

Karissa is proficient in Spanish and German. In her free time, she teaches fitness classes as a certified instructor and enjoys cooking with her boyfriend who is a professional chef. With 3 Basset Hounds and a Beagle in the house, they are always in good company. In addition, she enjoys classic cars and recently started her collection with a fully restored 1979 Camaro Berlinetta.

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More About Karissa:

  • SIE, Series 7, Series 66 licensed
  • B.A., International Relations and Spanish, Hobart & William Smith Colleges
  • Tampa Bay Lightning Fan – Go Bolts!

Locations Served

Contact

  • karissa@smartprousa.com
  • 941-376-9076
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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