Karen Stewart
Personal Finance Coach @Community Service Society of New York
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WORK HISTORY
Personal Finance Coach @Community Service Society of New York
New York, NY, US
Work with clients to uncover financial goals, address concerns, and create clear, actionable paths forward. Deliver one-on-one sessions and dynamic group presentations on key financial topics, including:• Spending plans• Credit awareness• Debt management• Retirement planning• Identity protection• Inspire clients to take control of their finances• Provide personalized guidance tailored to each client’s needs.• Maintain client data and records in Salesforce.Serve in this capacity as a volunteer.
EDUCATION
Cornell University
AB
New York Law School
JD
SKILLS
ABOUT KAREN STEWART
I help clients master their finances from spending plans and saving strategies to credit,…
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