Karen Wurman

Client Services Coodinator & Administrative Assistant

Karen has been with Daniel Teplitz & Associates for the past twenty years and is an invaluable asset to the firm. In her role, Karen is directly responsible for the high level of customer service that our clients enjoy. Karen remains in constant contact with our clients, assisting them with a variety of administrative financial issues and monitoring many parts of the financial planning and investment process.

Her unique problem solving ability, her kind and warm nature, and her genuine interest in the lives of each and every client has made her a favorite among many of the firms longest standing clients. A graduate of Brooklyn College, Karen lives in Manalapan with her husband Alan, has three wonderful children, Matthew, Geri and Rebecca, and will be a first-time grandmother this coming December.