TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Karen R Goodfriend CFP

Ms Karen R Goodfriend CFP

WealthValues, LLC

1100 Alma ST Ste 101, Menlo Park, CA

90% Trust Score
Compensation
Fee Only
Min. Assets
$2,000,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

Client Reviews (1 reviews)

😊
1 Happy
😞
0 Unhappy
🤔
0 Neutral