altfest news

ArticleKaren Altfest named to Forbes 2019 “Best-In-State Wealth Advisors”

Article

share

  • share
  • tweet
  • share
  • email

Altfest is excited to announce that Karen C. Altfest, Ph.D., CFP® has been recognized  as a 2019 Best-In-State Wealth Advisor by Forbes.

With over thirty years of experience, Karen has left her mark in financial services by dedicating her career to the education and empowerment of women. Through a variety of proprietary programs, including her signature Financially Savvy Woman® events, Karen has reminded us time after time of the importance of women’s financial literacy.

In addition to her 2019 inclusion, Karen was named in Forbes‘ 2018 list of Best-In-State Wealth Advisors as well as Forbes‘ inaugural list of America’s Top Woman Wealth 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.

contact

Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

Get in Touch