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Karen Altfest

Principal Advisor & Executive Vice President

Altfest Personal Wealth Management

United States, New York, New York

About Me

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

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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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