Karen Caselli

CFP® | Client Service Associate

South Miami, FL 33143


Karen Caselli, CFP® joined Forum Financial Management in 2021. She currently serves as a Client Service Associate in the Miami office. Prior to joining Forum, Karen served as a portfolio advisor for David Smith Advisory. She has 28 years of experience in the financial services industry.

Karen is a CERTIFIED FINANCIAL PLANNER™ professional. She earned a bachelor’s degree in business administration with a concentration in finance from the University of South Carolina in Columbia. In addition to spending time with family and her cats, Karen enjoys cooking and numerous outdoor activities that connect her to the natural beauty of Miami.

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