FINANCIAL SYNERGISTICS
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Karin Egan, ALMI, ACS

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Karin Egan, ALMI, ACS, is Director of Operations & Corporate Accountability for Financial Synergistics Group, Inc. Her focus is identifying and implementing operational efficiencies, overseeing corporate communications, and monitoring financial plan accountability and client benchmarking.

With more than 30 years in the financial services and insurance industry, Karin brings a wealth of experience and expertise to the firm in the areas of business development, sales leadership, financial performance, talent management and development, and leveraging the best tools in the industry for achieving excellence for clients and the firm.

“I am excited to serve our clients with the knowledge gained 
over my career to help them better plan for their futures.”
Karin has specialized expertise in business and financial planning strategies, life insurance, LTC products and practice management. Prior to working with Financial Synergistics, Karin excelled in leadership roles with Mass Mutual and John Hancock, where she was an 11-time recipient of the John Hancock President’s Club Award. In addition, Karin has served as a facilitator for the MLK Scholars Program Leadership Forum and a continuing education instructor on insurance and related topics.

An avid tennis player and golfer, Karin enjoys working part-time at the Camp Creek Tennis Center at the Watersound Club in Santa Rosa Beach, Florida. She and her husband, Michael, and their three daughters (all proud University of Georgia BULLDAWGS) make their home complete with two cats, Brady and Sox, and their Golden Retriever, Sully.

Industry Affiliations

  • National Association of Insurance & Financial Advisors (NAIFA)

Charitable/Civic

  • Best Buddies International
  • Camp ManuLife

Education/Certifications

  • Series 6 & 63 Securities Licensed, FINRA
  • Life, Health and LTC Licensed
  • ALMI, Associate Life Management Institute, LOMA
  • ACS, Associate Customer Service, LOMA
  • BS, Education, Towson University
  • Masters, Training & Motivation, McDaniel College
Decades of Guidance. Generations Empowered.®
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Pure Perspective Process
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT