Caren R. Levine

Domicile State: PA
California Insurance License #: 0C66473

Caren R. Levine CPA*, CLTC, CFBS is a second generation financial advisor with First Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). She specializes in advising business owners, professionals, and high net worth individuals on their financial and estate planning needs. As of 2013, Caren services over 1400 clients who collectively have $300 million dollars in life insurance coverage**, $1 million per month of disability income protection, and $27,000 a day of long-term care benefit. From 2005-2008, and again from 2010-2012 she has been recognized as the Agent of the Year among the 100 agents in her agency and since 2006 has qualified for the prestigious Top of the Council Award given to the top 3% agents among 5,000 MassMutual agents nationwide.

Caren is a graduate of the Wharton School of the University of Pennsylvania, where she earned 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 in being a committed resource to her clients and a compassionate advocate for the interest 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 also holds a strong belief in giving back to the community through volunteer work. She is an active member of the Jewish Family and Children’s Service and a committee member of the Cherry Hill Business Council. As a Penn alumna, Caren is a member of Wharton Women and the Penn Alumni Club, 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 both Cherry Hill and Margate, New Jersey and is the proud mother of three children. Matthew, a graduate of the University of Pennsylvania, received his J.D. from Temple University’s Beasley School of Law. He is an attorney with Pepper Hamilton in Philadelphia. Also a Penn graduate, Meredith Levine-Finn joined Caren’s financial services practice as the third generation, after a successful career as an Associate with Spencer Stuart, a global executive
search firm. Morgan, a graduate of Penn State University, University Park, is an Advisory Associate with KPMG in New York City. In Caren’s free time, she can be found traveling, relaxing at the shore or spending time with her family. Caren’s experience combined with her father’s 40+ years with MassMutual, offers a unique multigenerational approach based on family values and superior service.