Dates: March 5, 2024
Meets: 6:00 PM to 8:30 PM
Location: Lower Merion High School
Course Fee: $49.00
There are still openings remaining at this time.
Lower Merion High School315 E Montgomery Avenue
Karen Santini ClemensKaren Santini Clemens has over 23 years of experience as a CPA. It has become clear to me how beneficial it is for clients to take an active role in their financial planning. This is the reason I have expanded my practice to include a full range of financial advisory services. Working alongside my clients has allowed me to advise them on financial planning while educating them on the tax impacts of investing. Together we are able to take a proactive approach to financial planning, including potential tax savings and minimizing tax exposure. Through fostering a true client partnership and working together as a team, I am able to help guide clients through life’s milestones. Whether it be navigating through a major life event, planning a comfortable retirement, or educating the next generation on the importance of future planning, my services will be there every step of the way. I grew up in Wayne, PA and attended Pennsylvania State University where I graduated with a Bachelor of Science in Finance. I have been residing in West Chester since 1999 where I raised my two children, Nick and Sara. In my free time I enjoy exercising, the beach, reading, gardening, and traveling.