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 was able to spend a beautiful week with three generations (mother, daughter, grandmother) in Ithaca, NY, celebrating her daughter’s graduation from college. As an alumni of the same university, they enjoyed dining out, wandering the gorges, and exploring the area both new and old.  Karen was able to visit with her roommate from her Cornell days and reminisce of the good old days, long ago, pre-COVID. Her daughter and her friends seemed to have the same types of bonds despite COVID. It was such a blessing to celebrate, in person, outside and without masks in a fabulous setting.

Now that her CFP certification classes are finished, Karen is gearing up to take the CFP exam. In the meantime, she is enjoying some downtime dining and visiting with friends and family in New Jersey, Florida, and Vermont.

Read More from Karen