Karen Caplan Altfest, Ph.D., CFP®️, is a Principal Advisor at Altfest Personal Wealth Management. She helps many of the firm’s clients on a variety of investment and financial planning issues, and specializes in helping women clients and widows. Karen’s Financially Savvy Woman®️ programs, including the Women’s Financial $pa®️, are popular with clients. Her focus is to educate and empower women.
Karen is frequently a speaker on the subject of women and money, and conducts educational seminars for recent widows and people looking to retire. In 2017, Karen’s article, “Life After Loss: 6 Smart Steps for Coping with Widowhood,” was published by the American Association of Individual Investors Journal.
Karen was also featured in “Say What? A Dying Man Says ‘Don’t Worry’ About His Wife” on WSJ.com in 2016.
Karen is a graduate of McGill University in Montreal, holds BA and MA degrees from Hunter College, and holds the CFP®️ designation. Karen received her Ph.D. in history from the Graduate Center of the City University of New York (CUNY).
She was the Co-Director of the Financial Planning and Investments Program at The New School in New York City and the Coordinator of the Financial Planning program, a professional program for financial planners, which she originated at Pace University in White Plains, N.Y.
Recognized as a “Top Women Wealth Advisor” by Forbes, 2017, 2018, 2019, 2020
Named to Crain’s New York Business’ list of “Notable Women in Finance”, 2018, 2019
Selected as a “Best-In-State Wealth Advisor” by Forbes, 2018, 2019, 2020
Top 20 “Women to Watch” for 2016 by Investment News
New York Smart CEO Family Business Award, 2016
Financial Times “Top 100 Women Financial Advisers” in the United States in 2014
Website - www.execuity.com
Facebook - @Execuity
Facebook Group - @WealthEmpowermentStateOfMind
Instagram - @WeStateOfMind
LinkedIn: https://www.linkedin.com/in/karenaltfest/ https://www.linkedin.com/company/altfestpersonalwealthmanagement/