DPO Emerald
@dpoemerald.com
For over 30 years, DPO Emerald has been educating and empowering clients to take control of their financial futures. Get the full picture of your financial future with expert wealth planning from Karen Roberts ChFC.
DPO Emerald's Company Logos
DPO Emerald's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#005EA8
Endeavour
0, 94, 168
206, 100, 33
100, 44, 0, 34
#000000
Black
0, 0, 0
0, 0, 0
0, 0, 0, 100
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About DPO Emerald
DPO Emerald is a financial planning and wealth management firm focused on helping clients understand their financial future and take greater control of it. For more than 30 years, the firm has emphasized educating and empowering clients, with the aim of helping them feel less overwhelmed and live their best lives. Its services include expert wealth planning and the development of individualized financial empowerment plans.
The firm’s process begins with a complimentary appointment, offered in person or by Zoom, followed by a listening and engagement session to understand a client’s needs. DPO Emerald then works with clients to create and implement a plan. Its team includes wealth planner Karen Roberts, who has over 30 years of experience, and investment advisor Dianne Odom, whose approach integrates investment and tax strategies into comprehensive financial plans.
The staff also provides client service and operational support. Based in Boca Raton, Florida, DPO Emerald shares videos and market updates to keep clients informed. Securities and advisory services are offered through unaffiliated J.
W. Cole entities
Brand industry
Finance
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