Headshot of Karen J Basu

Karen J Basu

Director of Insurance Operations and Services

Karen is an Associate Financial Representative with Passehl Financial. She has a background in training and development and office operations, which enables her to support our team and ensure our clients receive the highest level of service.

Karen currently holds Life, Accident & Health licenses, and in 2020, started her journey to complete the Chartered Life Underwriter (CLU) Designation. She specializes in Insurance Operations and Services. Karen earned a bachelor’s degree in Business from Rowan University.

Karen started with Northwestern Mutual in September 2002 in Training and Development, and in 2004, transitioned to an Associate Financial Representative. She joined Geoffrey Passehl’s team in 2006 as an Associate Financial Representative, and in 2008, took time at home to raise her two children. She rejoined the Passehl team in 2018.

In her spare time, Karen loves spending time with her family, exercising, coaching soccer, going to the beach, and learning about nutrition. Karen currently resides in Turnersville, NJ with her husband Neil; their two children, Kyle and Campbell; and their “fur baby,” Bailey. As a family, they volunteer with the Arthritis Foundation and several community initiatives to help local families in need.

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Passehl Financial Services

Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor

Passehl Financial Services


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