Karen Wurman

Client Services Coordinator & Administrative Assistant

Karen has been serving the clients of the Teplitz Financial Group for more than 25 years. An invaluable asset to the firm, Karen is responsible for the high level of customer service that our clients enjoy. Karen remains in on the front lines, dealing with any and all financial or administrative issues that arise, and monitoring many parts of the financial planning and investment processes.

Karen's unique problem solving ability, her kind and warm nature and her genuine interest in the lives of each and every client are what make her a favorite among many of the firm's longest standing clients.

Karen is a graduate of Brooklyn College, and lives in Monroe with her husband Alan. She has three wonderful children and is a kvelling  "G-Ma" to her beautiful grandchildren, Andrew, Liv and Gili. 

Phone (732) 591-0909
Fax (732) 862-1114