Karen Filler

Karen Filler is a Senior Wealth Management Advisor with more than 30 years of experience in the financial services industry. She is a Chartered Retirement Planning Counselor (CRPC™.) Prior to joining Legacy Edge Advisors, Karen was a Senior Wealth Management Advisor at TIAA (18 years) and a Banker at JPMorgan Chase (14 years.)

She focuses on helping her clients by developing strategies designed to achieve their financial goals, such as saving for and living comfortably in retirement and legacy planning. The shift to an independent wealth management firm allows Karen to be creative in the investment process as she builds personalized solutions for her clients.

Karen enjoys helping clients and their families along their financial journey. There is much we cannot control in our lives and in the financial markets. She finds that when clients have an action plan to navigate the various twists of their financial journey, they feel much more at peace. She is grateful to be part of that process and finds it rewarding to be able to help her clients alleviate the stress that finances can cause. Her areas of focus include retirement planning, trust and estate planning, incapacity planning, multi-generational planning, wealth protection planning, asset allocation strategies, and income distribution planning.

She earned her bachelor’s degree at the University of Delaware and completed her master’s degree at New York University.

Karen has lived in Westchester County N.Y. for the past 26 years, where she raised two daughters who are now financially independent. She is a board member of the JCC on Hudson and the condominium where she resides. In her spare time, Karen enjoys cooking healthy meals, biking, traveling, attending Broadway shows and spending time with her close family and friends.