Planning for Good

Karen Melo Ticas, CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™ Certificant
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(877) KMT-PLAN
karen@planningforgood.net
www.planningforgood.financial

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Karen Melo Ticas
 
Karen Melo Ticas, runs an independent practice focused on serving health care providers, business professionals and the LGBTQ community. As an advisor working closely with Baystate Financial, she has access to the firm's many resources and experienced professionals.

Karen developed her passion for retirement planning in her early years as a broker services representative for Putnam Investments. Being first generation American, she has a deep appreciation for the meaning of hard work, diversity and building the life of your dreams.  

Karen has a bachelor's degree in Finance, with a minor in Economics, from the University of Massachusetts – Dartmouth. She then studied at Bentley University while working towards her Certified Financial Planner designation.  

When she's not working with clients and building her practice, Karen enjoys travelling with her husband. You can often find her relaxing with a book or cooking a low-carb recipe. 



Karen Melo Ticas is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116. Tel.: 617-585-4500. Planning for Good is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Karen Melo Ticas is licensed to sell insurance and securities in: MA, RI, CT, MD, NC, AZ, FL and CA. CA Insurance License #4019756. Planning for Good and the puzzle heart logo are registered trademarks.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, MD, MA, NC and RI. No offers may be made or accepted from any resident outside the specific states referenced.