KAREN SIMONS

APPRENTICE FINANCIAL PLANNER

Karen Simons holds a Master in Business Administration (MBA) with Finance and Strategic Planning from The Wharton School of the University of Pennsylvania, in Philadelphia, Pennsylvania. Prior to attaining her MBA, she earned a Bachelor of Science (BS) in Mechanical Engineering from the Sibley School of Mechanical & Aerospace Engineering from Cornell University in Ithaca, NY.

Karen is an experienced strategy, operations, and relationship professional. She worked in the professional world of management consulting, and project management, domestically and internationally, while based in New York and Washington, DC. Karen has utilized logic, problem-solving and interpersonal skills to get things done in a variety of industries, including the communications, energy, financial services, manufacturing, and real estate, where finance is paramount to client success. In addition to these endeavors, she is an independent sales representative for a luxury women’s clothing line.

Client Focus: Karen approaches her work with clients as she has in all her previous client-based endeavors; by building trust and developing relationships through listening, evaluating, and strategizing each individual situation. As a former consultant, where meticulous listening and developing an actionable plan are essential for success in client matters, she seeks to harness these skills in the financial planning world to make a difference for clients in creating a viable, desired future.

Current Update: Karen ended the 2019 year with some fun adventures. In early December, she and her daughter went to Paris for a long awaited Live Big vacation, where they had a wonderful time exploring the city on foot (as the taxis and metro were closed due to a strike). It was a great way to fully experience the holiday season – the people, the food, the sights, the culture, and the shopping – up close and personal.

They walked up to 27,000 steps per day and enjoyed themselves so much that they anticipate this will be the first of many such adventures. For the holidays, Karen, all her children, and her entire extended family gathered in Vermont for skiing. This gathering is a tradition of her family since she was a young child and many warm memories were made, mountains were tackled, and lots of food was consumed. While the snow wasn’t great overall, the skiing proved to be quite exhilarating.

In the New Year, Karen will resume her CFP® coursework. This spring she will be studying Risk Management and Insurance through Golden Gate University.

She hopes 2020 will be a year of peace and joy for all!

Read More from Karen