Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA - UBS Financial Services Inc.

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1150 17th St NW Fl 5
Washington, DC 20036
+1 (202) 585-5319
https://advisors.ubs.com

Karen Ben-Shlaush, CFP®, CIMA®, CRPC®, CEPA, a Senior Vice President at UBS Financial Services Inc. in Washington, DC, specializes in providing wealth management and financial planning services for high-net-worth individuals, business owners, and retirees. With over 15 years of experience, she is dedicated to helping clients navigate complex financial landscapes and achieve their long-term goals through customized planning and proactive service.

Her qualifications include a Bachelor of Science in Finance and a Bachelor of Arts in Psychology from the University of Maryland, along with certifications in financial planning and investment management from Georgetown University and Yale University. Karen's approach incorporates trust and estate planning, wealth transfer strategies, and philanthropic planning, ensuring her clients can leave a meaningful legacy while adapting to life's changes.

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