Karen Balza has been an investment adviser representative at AllGen Financial Advisors since June 2018, and is not listed among the firm’s executive officers or direct owners. Karen Balza holds a Bachelor of Science in Accounting from the University of Central Florida.
Allgen Financial Advisors, Inc. is an Orlando, FL firm with $475M under management, 1,097 clients and 13 advisers in one office, as of its July 2026 filing.
Karen Balza is Lead Advisor at AllGen Financial Advisors, Inc., based in Orlando, Florida. She has been with AllGen since 2016. Before joining AllGen, she worked at Deloitte, focusing on financial statements, reporting and taxes. She serves on the executive board of the Deaf2Deaf Foundation.
- – present · 8 yearsOrlando, FL · Adviser representative · Firm CRD 126877
Professional designations
Listed by AllGen Financial Advisors
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Karen Balza is registered as an investment adviser representative in Florida, since June 2018.
- FloridaSince 20 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Karen P Balza
- CRD
- 6973361
- Firm
- AllGen Financial Advisors · CRD 126877
- Office
- 100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allgenfinancial.com
Where does Karen Balza work?
Karen Balza is an investment adviser representative registered through Allgen Financial Advisors, Inc. since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Karen Balza a financial advisor?
Yes. Karen Balza has a current investment-adviser registration in Florida, through AllGen Financial Advisors since June 2018.
How many years of experience does Karen Balza have?
Karen Balza has 8 years in the financial industry, since June 2018, across 1 adviser firm.
What exams has Karen Balza passed?
Karen Balza passed the Series 65 in June 2018.
Where is Karen Balza based?
Karen Balza’s registered office is in Orlando, FL.
Is Karen Balza registered with FINRA?
No. Karen Balza has no current broker registration.
How can I verify Karen Balza’s record?
Search CRD 6973361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Balza’s full registration record.
