Karen E. Van Voorhis, CFP

Experience

• 

  Applegarth Advisory Group

  Jan 1995 - Jan 1999

  Investment & Financial Planning Associate
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  Tanager Financial Services, Inc.

  Jan 1999 - Jan 2004

  Engagement Manager/Investment Advisor

  (Tanager was sold to Wachovia in 2004, which was in turn acquired by Wells Fargo in 2008.)Oversaw and directed all aspects of a client’s complex financial life for individuals and families with investable assets of $1-$10 million Offered review, analysis, and guidance in multiple areas, depending on the client’s specific needs, including financial and cash flow planning, estate planning, college and retirement planning, tax management and planning, philanthropic initiatives, and insurance reviews Show less

• 

  Wachovia, A Wells Fargo Company

  Jan 2004 - Jan 2009

  Portfolio Manager

  Oversaw and directed all aspects of multi-faceted, sophisticated investment relationships for 50-60 clients whose fees yielded revenue to the firm of $900,000 - $1 million annually Managed investment portfolios totaling $110-$130 million via an open-architecture platform

• 

  Lexington Wealth Management

  Jan 2011 - Jan 2012

  Senior Relationship Manager

  Oversaw 80+ clients with portfolios from $500,000 - $5 million each, via an open-architecture platform, totaling $150 million.Lexington Wealth Management is a boutique, fee-only, investment advisory firm providing comprehensive investment management solutions and concierge services to wealthy families.

• 

  Sapers & Wallack, Inc.

  Jan 2012 - Jan 2018

  Leader of a broad-based, holistic wealth management practice advising over 60 families. Oversaw and coordinated all aspects of a client's complex financial life, including investment and tax strategies, education and retirement planning, philanthropic initiatives, and insurance and risk analysis. Oversaw service for a new, small, growing wealth management practice. In three years the practice grew from 20 families and $25m in assets under management to almost 50 families and over $60m in AUM.

  • Vice President

    Jan 2015 - Jan 2018

  • Director

    Jan 2012 - Jan 2015
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  EMoney Advisor

  Mar 2017 - Dec 2018

  Advisory Board Member
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  Financial Planning Association of Massachusetts

  Nov 2018 - now

  Director, Women's Initiative. Board of Directors

  Elected to the board of the Massachusetts FPA, as director of women's initiatives, fall 2018. The Massachusetts FPA is one of the largest FPA chapters in the country.

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  DANIEL J. GALLI & ASSOCIATES

  Jan 2019 - now

  Director of Financial Planning

  We provide independent project-based financial planning and guidance for individuals and families on the topics of retirement, investments, education funding, estate planning, taxes, and insurance. We also specialize in working with private and public employees with pensions, especially public school employees. Karen Van Voorhis offers products and services using the following business names: Daniel J. Galli & Associates – insurance and financial services | Ameritas Advisory Services (AAS) – investment advisory services. AAS is not affiliated with IAR DBA name.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Show less