Karen Goersch

Karen Goersch is a Private Wealth Manager who has been working at Price Financial Group, LLC since September 2004.  Her focus is on working with clients in transition – job transition and retirement, the loss of a spouse, divorce or the sale of a business. Understanding a client’s objectives and needs, educating clients about financial matters and building strong working relationships is a significant part of what Karen enjoys.

Her philosophy is founded on helping clients understand their needs, building a personal financial plan and determining what investments are suitable for each client – from asset allocation strategy to income planning to individual investment selection.  She enjoys taking what can appear as a complex challenge to her clients and breaking it down into simple, understandable and effective solutions.

Karen began her career working as a CPA with Coopers & Lybrand.  She later joined New England Telephone and worked in a variety of financial areas including budgeting, cash management and treasury.  Prior to taking some time off to raise children, Karen was Assistant Treasurer of NYNEX (now Verizon) – overseeing risk management and working on financing the telephone companies’ operations.  During her fifteen years of working in all aspects of corporate finance, often educating senior managers about key financial principals, she realized the part of her work she enjoyed the most was educating people about financial management – serving others by sharing her knowledge.
 

After choosing to take some time off to stay home raising her children, Karen returned to work in a capacity that would allow her to use her financial skills and experience to help people.  Karen began working at Price Financial Group, LLC, assisting Lori Price with planning for high net worth clients and researching investments.  After completing her Series 7 (Registered Rep) and Series 66 (Investment Advisor Representative) exams, Karen began working with clients of her own.  She particularly enjoys the positive collaborative environment at Price Financial Group, LLC where each professional staff member brings a certain specialty, such as insurance, variable annuities, planning or investments, and together as a team they support all clients.
 

Karen graduated from Bentley College with a BS in Accounting and from Boston College with a MS in Finance, cum laude.  She has lived in Darien for 17 years with her husband, two children and chocolate lab and enjoys working in the community on various volunteer projects. She recently completed nine years on the Darien Soccer Association board.  She is active with The Tokeneke Club where she served on the Membership Committee for three years. In her free time, she enjoys tennis, skiing and traveling with her family and friends.

You can reach Karen at kgoersch@pricefinancialgroup.com