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Karen Chancy

Karen M. Chancy,

CFP®, CPWA®, CPFA® Managing Partner

As Managing Partner and co-founder of Intellus Advisors, Karen Chancy helps clients make confident, well-informed financial decisions through every stage of life. She brings a disciplined, goals-based approach to planning grounded in trust, clarity, and a deep understanding of each client’s unique circumstances.

A Certified Financial Planner®, Certified Private Wealth Advisor®, and Certified Plan Fiduciary Advisor®, Karen has more than two decades of experience guiding individuals, families, and business owners through complex financial decisions. Her expertise spans financial planning, retirement and tax strategy, estate planning, and investment management. Before co-founding Intellus, she held advisory roles with Raymond James, Morgan Keegan, and Legg Mason, where she honed her reputation for thoughtful, client-first service.

Karen earned her bachelor’s degree in economics and political science from Florida State University. She lives in Naples, where she loves spending time outdoors – running, playing tennis, planning her next trip, and has a love/hate relationship with golf. A native to Naples, lifelong learner, and community advocate Karen finds joy in helping her local community grow and thrive.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.