I am a Principal Advisor & Executive Vice President of Altfest Personal Wealth Management, a fee-only financial planning and investment management boutique firm located in Midtown Manhattan. In my 30 years of experience, I have developed a specialty in working with women as I discovered women were not confident about their money decisions and didn’t get the attention and information they deserve when it comes to money. I have dedicated my time educating women both in mailings or on their own about their finances and provided a comfortable environment for them to express their concerns. As a result, the Financially Savvy Woman® programs was created at our firm, offering women trusting
Karen Altfest
Principal Advisor & Executive Vice President
Altfest Personal Wealth Management
United States, New York, New York
About Me
Profile Information
Principal Advisor & Executive Vice President
Altfest Personal Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jul 30, 2024
Work Experience
Altfest Personal Wealth Management
Principal Advisor & Executive Vice President Jan 1983 - Present
Email: kaltfest@altfest.com
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