About Us
Karen R. Caccavo received her M.B.A. in Finance and Marketing from the Wharton School, University of Pennsylvania. She has over 25 years experience as a financial analyst and as a professional in the financial services industry. She is trained in QuickBooks, Quicken, and Excel.
A bonded confidential, ethical, trustworthy, and dependable advisor, she can take on the financial and organizing tasks that you don't want to or don't have the confidence, knowledge, or inclination to do for yourself or a loved one.