Karen Van Voorhis Email & Phone Number
Director of Financial Planning @ DANIEL J. GALLI & ASSOCIATES
Karen Van Voorhis's Location
Boston, MA, US
Karen Van Voorhis's Work
- Director of Financial Planning @ DANIEL J. GALLI & ASSOCIATES
- Director, Women's Initiative. Board of Directors @ Financial Planning Association of New England
- Advisory Board Member @ eMoney Advisor
- Vice President @ Sapers & Wallack, Inc.
- Director @ Sapers & Wallack, Inc.
- Senior Relationship Manager @ Lexington Wealth Management
- Portfolio Manager @ Wells Fargo
- Engagement Manager and Investment Advisor @ Tanager Financial Services, Inc.
- Investment and Financial Planning Associate @ Applegarth Advisory Group
Karen Van Voorhis's Education
- Smith College
B.A. in Russian Civilization (Russian, French)
1991 - 1995
Karen Van Voorhis's Skills
- Financial Planning
- Tax Strategies
- Wealth Management
- Investments
- Asset Management
- Retirement Planning
- Retirement
- Portfolio Management
- Asset Allocation
- Investment Advisory
Karen Van Voorhis's Summary
Karen Van Voorhis, based in Boston, MA, US, is currently a Director of Financial Planning at DANIEL J. GALLI & ASSOCIATES, bringing experience from previous roles at Financial Planning Association of Massachusetts, eMoney Advisor and Sapers & Wallack, Inc.. Karen Van Voorhis holds a 1991 - 1995 B.A. in Russian Civilization in Russian, French @ Smith College. With a robust skill set that includes Financial Planning, Tax Strategies, Wealth Management, Investments, Asset Management and more, Karen Van Voorhis contributes valuable insights to the industry. Karen Van Voorhis has 2 emails on RocketReach.
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