Karen E. Van Voorhis CFP®
Karen is the firm’s Director of Financial Planning, and joined Daniel J. Galli & Associates in 2019. She advises clients and their families on a wide range of topics including investment management, retirement planning, tax management, estate planning, insurance coverage, college planning, and charitable giving. She manages the firm’s financial planning practice and 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 more than 25 years, serving clients at several independent, boutique Boston-area wealth management firms, including six years as Director and then Vice President at Sapers & Wallack in Newton; a year as Senior Relationship Manager at Lexington Wealth Management in Lexington; ten years as Vice President and Relationship Manager at Tanager Financial Services (subsequently Wachovia and then Wells Fargo) in Waltham, and four years at Applegarth Advisory Group in Winchester.
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 is active in the town of Natick and serves in several leadership positions at St. Paul’s Episcopal Church there. She lives in Natick with her husband and their three teenaged children.
