Karen E. van Voorhis
Director of Financial Planning @Daniel J. Galli & Associates
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WORK HISTORY
Director of Financial Planning @Daniel J. Galli & Associates
Norwell, MA, US
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.
EDUCATION
Smith College
B.A. in Russian Civilization, Russian, French
SKILLS
ABOUT KAREN E. VAN VOORHIS
Financial advisor and planner with 25 years’ experience in the wealth management field.…
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