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Karen Altfest named to Forbes 2018 list of “Best-In-State Wealth Advisors”

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We are proud to announce that Forbes has recognized Karen C. Altfest, Ph.D., CFP® as a 2018 “Best-In-State Wealth Advisor”.

With over thirty years of experience, Karen has made her mark on the financial planning industry by educating and empowering women through a number of channels including her signature Financially Savvy Woman® programs.

Karen was also named in Forbes’ inaugural list of “America’s Top Women Advisors” in 2017, ranking #17 out of 200 female advisors.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found here.

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