For the fourth time, Forbes has acknowledged Karen C. Altfest, Ph.D., CFP® as one of the nation’s top women wealth advisors. In a list that spotlights the top women advisors across the country, Forbes has named Karen Altfest to the top-30.

With over thirty years in the industry, Karen has made a profound impact on financial services by dedicating herself to the empowerment of women. She has been instrumental in developing proprietary programs to improve women’s financial literacy, including her signature Financially Savvy Woman® and Women’s Financial Salon® events. With her dedication, Karen has reminded us time after time of the importance of women’s financial knowledge.

Karen also recently authored the only chapter on financial guidance for seniors for the newly released third edition of The Care of the Older Person.

In addition to this recognition, Karen has been named to this list in 2017, 2018, and 2019, as well as Forbes‘ list of Best-In-State Wealth Advisors.

 

*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.

*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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