Karen E. Van Voorhis CFP®
Karen joined Daniel J. Galli & Associates in 2019 as the firm’s director of financial planning. She advises clients and their families on a wide range of topics including tax, retirement, estate, and college planning; investment analysis and drawdown strategies; insurance coverage; and charitable giving. She often presents and teaches on such topics, to professionals, other financial planners, and consumers.
She has worked in the field of financial planning and wealth management for 30 years, serving clients at several independent, boutique Boston-area wealth management firms.
Karen received her bachelor’s degree from Smith College and has been a CERTIFIED FINANCIAL PLANNER® certificant since 2002. She has been an active member of the Financial Planning Association for many years, and currently serves on the board of the New England Chapter as its membership director.
Karen grew up in Ohio but settled in the Boston area after college. She lives in Natick, Massachusetts with her husband Scott and their three college-aged children.
