Karen Van Voorhis - Retirement Plan Consulting - United Capital

Karen E. Van Voorhis, CFP®

Independent Presenter And Financial Counselor

Karen E. Van Voorhis is an independent Presenter working with The PFE Group*. She is a practicing CERTIFIED FINANCIAL PLANNER™ practitioner and Director of Financial Planning at Daniel J. Galli & Associates.

Karen has worked in the fields of financial planning and wealth management since 1995, advising clients on all a wide range of topics including investment management, retirement planning, tax management, insurance coverage, college planning, and charitable giving.

For more than twenty years, Karen has served clients at several independent, boutique Boston-area wealth management firms prior to joining Daniel J. Galli and Associates.

Karen has been an active member of the Financial Planning Association of Massachusetts for several years, and currently serves on the board of the FPA of Massachusetts as its Women’s Initiative Director. She is passionate about financial literacy, in particular relating to women, and Karen writes, speaks, and is quoted regularly on these topics.

She holds a bachelor’s degree in Russian Civilization from Smith College and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2002.

* Independent Presenters/Financial Counselors are contracted by PFE to deliver financial education only. Any and all financial counseling services provided for PFE and its clients is in a non-fiduciary capacity and should be considered general/educational only. It should not be considered financial planning, investment, tax or legal advice.