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Karen Altfest named a 2018 Top Woman Wealth Advisor by Forbes


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For the second year in a row, Karen has been recognized by Forbes on its list of 2018 Top Women Wealth Advisors, which spotlights standout financial strategists across the country.

We are proud that Karen has been represented on this prestigious list since its inception in 2017, ranking #19 out of 7,435 nominations this year.

*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. 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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