Decisive Path
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Karen - Decisive Path

It takes a village to raise a good financial planner . . .
Professional Activities
Community Involvement
  • Investment Committee, All Saints-by-the-Sea Episcopal Church, 2004-Present (Chair 2005-2011)
  • Board of Directors and Treasurer, Channel Island Restoration, 2012-Present.
  • Board of Directors, Friendship Center Adult Day Services, 2012-2013. Finance and Building & Grounds Committees, 2013-Present
  • Featured speaker, Fielding Institute, January 2014 (upcoming)
  • Festival of Scholars judge, California Lutheran University, 24 April 2012
  • Featured Speaker, Women in Communications, From Anxious to Adept: Financial Planning Tips for Women, 4 March 2012
  • Savvy Social Security Seminar, January 2012, June 2011


Karen Telleen-Lawton is a Certified Financial Planner®. She holds a Series 65 license (Uniform Investment Advisor Law) and is a Registered Investment Advisor (RIA) with the state of California.

Decisive Path abides by the Certified Financial Planner®; CODE OF ETHICS & PROFESSIONAL RESPONSIBILITY

  1. Integrity: Honesty and candor not subordinated to personal gain and advantage.
  2. Objectivity: Requires intellectual honesty, impartiality, and good judgment.
  3. Competence: Attaining and maintaining knowledge and skill while recognizing limitations.
  4. Fairness: Professionalism in relationships and disclosure of material conflict of interest.
  5. Confidentiality: Ensuring information accessibility only to those authorized to have access.
  6. Professionalism: Behaving with dignity and courtesy to clients and fellow professionals.
  7. Diligence: Providing services in a prompt and thorough manner.

Certified Financial Planner (CFP) Website and Resources

The CFP Board of Standards website has a variety of resources and is worthwhile visiting.

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