Karen E. Van Voorhis,  CFP<sup>&reg;</sup> - Financial Advisor

Karen E. Van Voorhis, CFP®

Director of Financial Planning

Daniel J. Galli & Associates

101 Longwater Circle, Suite 203
Norwell, MA 02061
781-878-2322, x202 CONNECT WITH Karen
  • linkedin link


Karen Van Voorhis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel J. Galli & Associates in Norwell, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Karen E. Van Voorhis is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services may be available through Karen E. Van Voorhis or Daniel J. Galli & Associates that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources