Caren R. Levine CPA*, CLTC, CFBS
Financial Advisor
clevine@financialguide.com
Caren is a second-generation financial advisor and specializes in
advising business owners, professionals, and high-net-worth individuals on their financial and estate planning needs. She graduated from the Wharton School of the University of Pennsylvania, earning a Bachelor of Science in Economics with a major in accounting. She began her career with Laventhol & Horwath, where she became a Certified Public Accountant. Given her dual background in accounting and financial planning, she provides a portfolio approach that combines estate analysis and wealth accumulation with tax-saving strategies. Caren prides herself on being a committed resource to her clients and a compassionate advocate for the interests of each family and business that she represents.
Caren believes that financial planning is about economic empowerment and wealth building. She has taken these messages to many audiences, from attorneys at top law firms to young professionals and local students. Caren has been quoted as a financial specialist in respected media outlets such as the “Philadelphia Business Journal” and the “Jewish Exponent.” Caren also strongly believes in giving back to the community through volunteer work. She is an active member of the Jewish Family and Children's Service and a Cherry Hill Business Council committee member. As a Penn alumna, Caren is a Wharton Women and the Penn Alumni Club member, planning and attending leadership and cultural events in the Philadelphia area. For over 20 years, Caren has been a prominent innovator, speaker, instructor, and facilitator for MassMutual, the financial services industry, and the greater community.
Caren resides in Cherry Hill and Margate, New Jersey, and is the proud mother of three children. Matthew Levine, a graduate of the University of Pennsylvania, received his J.D. from Temple University's Beasley School of Law. He is in-house Counsel at CrowdStrike. Also a Penn graduate, Meredith Levine Finn is the third generation in Caren Levine's financial planning practice. She joined the firm after a successful career as an Associate with Spencer Stuart, a global executive search firm. Morgan Roberts, a graduate of Penn State University, is an Assistant Vice President of Internal Audit at Brown Brothers Harriman in New York City. Caren can be found traveling, relaxing at the Shore, or spending time with her family and grandchildren in her free time. Caren's experience and her father's 40+ years with MassMutual offer a multi-generational approach based on family values and superior service.