Senior Wealth Advisor

Karen Malchione, CPA, is a Senior Wealth Advisor at Clariti Wealth Advisors.  Since 1998, she has brought her financial and tax planning acumen to the firm, helping clients with plan preparation, tax planning, and ongoing plan management.  Karen is committed to building long-term relationships with clients and is happy to answer their financial questions, no matter how big or small they may be.  It’s important to her that clients feel confident and informed when making decisions for their financial futures.

Prior to joining the firm, Karen worked in public accounting for eleven years, working up to a manager for the CPA firm of Horty & Horty, PA.

Karen is a Certified Public Accountant and a member of the American Institute of Public Accountants.

She attended the University of Delaware where she earned a Bachelor of Science in Accounting.

Karen volunteers her time with Meals on Wheels and a Chester County, Pennsylvania works of mercy ministry. She has also served as treasurer of a youth all-star cheerleading organization.

She enjoys spending time in Bethany Beach with her family along with reading, walking, and gardening.