Luna Financial Services

Karen Truman

Karen Truman is a Certified Financial Planner® and Principal Adviser at Luna Financial Services, advising individuals and families since 2014. Karen is an educator as much as an adviser: she believes clients should leave every meeting understanding their position better than when they arrived, and she is deliberate about turning financial jargon into plain language.

That emphasis on capability compounds over time — her clients grow more confident and self-sufficient with every decision. Karen's practice centres on financial security and independence, with strategies that adapt as her clients' lives and markets change.