Karen Fierro is the Director of Trusts & Estates. Karen is excited in her role as director of the skilled trust and estate professionals at Wiss. Karen uses her expertise advising individuals and families on complex tax strategies to build and preserve wealth.
In her role as Director of Trusts & Estates, Karen is leading the team as an integral segment of the newly formed Wiss Family Office, providing estate planning support tailored to the needs of ultra-high net worth families.
Karen enjoys interaction with people and finds in-person or ZOOM meetings are the best way to connect with clients. Karen believes being present for a client means being responsive to their questions when they need assistance the most. Listen, inform, and advise is the key to building relationships as a trusted advisor.
Karen joined Wiss in May of 2021 as Director Trust & Estates with a background of over 15 years in all aspects of Trust & Estates, both domestic & international and a solid foundation in general taxation and accounting.
BA – Accounting, Rutgers University with honors
MST- Villanova University
Certificate in Estate Planning – Villanova University
NJ Certified Public Accountant
American Institute of Certified Public Accountants
Member of the Board of Directors, Estate Planning Council of Northern New Jersey
Karen most enjoys spending time with her family and two dogs, whether on a hike, run, or at the beach in Rhode Island. Karen enjoys the outdoors and is an avid runner. Traveling is another of Karen’s passions. Karen contributes to various causes including Doctors Without Borders.