Karen Goodfriend founded WealthValues in 2006. A CPA early in her career, Karen has also earned an MBA and two financial planning credentials, Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).
Karen has attained a local and national reputation for her personalized service to high net worth clients. In recognition of her financial planning expertise, she was named to Worth Magazine’s annual list of Best Financial Advisers five times consecutively. Karen is adept at discussing sensitive financial matters with clients; understanding their life goals, and serving as a guide in addressing a wide range of financial issues.
Her expertise working with clients who realize wealth from ownership of stock and stock options has been well recognized. She has advised many clients in the Silicon Valley in their navigation from planning to fruition of wealth from IPO’s, acquisitions and significant compensation packages. Karen utilizes a holistic approach where planning and investing are intertwined. This method has been applied to lead clients to successful realization of financial and retirement goals.
Karen has been quoted in numerous financial publications and major newspapers throughout the country. She is a frequent speaker and author of articles for professionals on stock option planning issues and other personal finance topics.
A member of the Silicon Valley Community Foundation’s Professional Advisor League, Karen also served on the Personal Financial Planning Executive Committee and Financial Literacy Commission for the American Institute of CPA’s. She is past Chair of the State Personal Financial Planning Committee for the California Society of CPAs. She was honored with the 2011 Personal Finanical Planning Division Distinguished Service award by the American Institue of CPA's.