Karl Cloherty

Relationship Manager

Email Email Karl Cloherty

Why I Do What I Do...

Being part of the Second Opinion Partners Team and contributing to the unique holistic planning process we deliver gives me the opportunity to make a difference in people’s lives by helping them truly discover what is most important to them in life.

I take great pride in helping people whether at work or in my personal life. I enjoy coaching and providing education to clients regarding the tradeoffs they can make in order to experience their best life possible now and into the future.

Life Moments I Cherish Most

  • bullet The birth of my children: Sean, Kevin and Vivian
  • bullet Serving my country in the USMC Reserves from 1988-1994
  • bullet Fishing with my grandpa
  • bullet Reminiscing with old high school buddies during our 25-year class reunion
  • bullet My son Sean's USMC ROTC graduation
  • bullet Winning the 1987 Chicago Prep Bowl Championship

Second Opinion Partners Role

Karl is a Relationship Manager at Second Opinion Partners, where he communicates with clients regularly to ensure that all of their financial planning related needs are met.

Karl acts as a communication liaison between our clients, Concierge Team and Partners to ensure that every client has the Ultimate Client Experience.

Educational Background

Karl attended the University of Illinois - Springfield, where he graduated in 2016 with a major in Business Administration.

Karl is FINRA Series 7 & 66 licensed.

Check the background of this investment professional on FINRA's BrokerCheck »

Second Opinion Partners