NorthStar Retirement Advisors
451 S. Bethlehem Pike, Suite 100
Ft. Washington, PA 19034
Office: (215) 278-4050
Toll Free: (866) 227-0109
Fax : (215) 752-5928
email:kmccloskey@northstarra.com

Securities offered through LPL Financial, Member of FINRA/SIPC.  Investment advice offered through NorthStar Retirement Advisors, a registered investment advisor and separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  DE, FL, MD, NJ, NY, PA

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Karen McCloskey


Karen McCloskey is the President of NorthStar Retirement Advisors, providing services that focus on education plan participants through providing independent investment advice.  NorthStar Retirement Advisors also works with plan sponsors providing comprehensive plan investment management which includes plan design assistance, recordkeeping, vendor searches, and being a liaison between the client and their providers.


Plan Advocate


Ms. McCloskey was Vice President for an international benefit consulting firm, and participant in the country's first 401(k) Plan.  Karen played a key role working with plan sponsors to create customized retirement plans to suit their needs.  Ms. McCloskey was involved in developing and executing educational materials and seminars to educate participants on the benefits of saving for retirement through the  401(k) plans.


Leader


Ms. McCloskey served in leadership roles working in the mutual fund industry in developing open architecture investment products as well as leading the relationship management services to plan sponsors in the institutional plan marketplace.  The three decades has been pivotal with respect to how retirement plans are designed, invested and managed.  Ms. McCloskey continues to follow industry regulations and trends to provide state of the art consulting to plan sponsors.


Ms. McCloskey holds a B.A. in Education from Arcadia University and holds Series 6 and 63 registrations with LPL Financial and Series 65 registrations with NorthStar Retirement Advisors



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