Altfest News
Karen Altfest in Conversation with Gregg Greenberg of Investment News
Video
In an interview with Gregg Geenberg of Investment News, Karen Altfest discusses her work helping women to take ownership of their finances.
Even today, men tend to control household finances, especially baby boomers. Karen explains how fathers talk to their sons and not their daughters about financial matters and decisions, leading women to feel uninvited to the conversation.
Karen encourages women to feel confident, to take a finance class, talk with their friends and community regarding financial matters—and even to use a bit of “elbow grease” to get a seat at the table.
Ultimately, Karen’s extensive work in educating women—salons, events, articles, podcasts and more—isn’t for the sake of teaching women “whether they should have a Roth IRA” but is rather to “give women confidence that they can do more.”
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Karen C. Altfest, CFP, Ph.D
Karen 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. 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.
