Since its inception in 1983, the National Association of Personal Financial Advisors (NAPFA) has worked diligently to promote its mission of supporting financial advisors who operate with the highest professional standards and remain client-focused at all times.  To that end, the NAPFA Women’s Initiative strives to attract, support, and develop female advisors and leaders across the industry.  We are excited to let you know that our Executive Vice President, Karen Altfest, has been highlighted by the initiative.  Karen has dedicated her career to the support of her clients and colleagues, as well as the advancement of financial literacy in our communities.

She has focused on the education and empowerment of women and conducts educational seminars for recent widows and people looking to retire.

Congratulations to Karen on this recognition!

 

 

 

 

 

The NAPFA Women to Know program is generated from member surveys where participants are asked to provide the name of a female NAPFA advisor that they believe should be recognized for professional accomplishments and commitment to promoting women within the profession. There is no fee to participate in the program.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.