Karen Wurman

For over 25 years, I have had the privilege of serving the clients of Teplitz Financial Group, becoming an integral part of the team. My role focuses on ensuring our clients experience exceptional customer service, and I take pride in addressing any financial or administrative challenges that come our way. By closely monitoring various aspects of the financial planning and investment processes, I strive to maintain the smooth operation that our clients rely on.

My problem-solving skills, coupled with a warm and compassionate nature, allow me to connect deeply with each client. I genuinely care about their stories and lives, which has made me a trusted ally to many of our firm's long-standing clients.

I am a proud graduate of Brooklyn College and reside in Monroe with my husband, Alan. Together, we have raised three wonderful children, and I am a proud "G-Ma" to my delightful grandchildren, Andrew, Liv, and Gili. My family is my greatest joy, and I am grateful to share my life and experiences with them.