Karen Goodfriend, CPA/PFS, CFP®
Karen R. Goodfriend, CPA/PFS, CFP®
KK Wealth Advisors, LLC
4300 El Camino Real, Suite 105
Los Altos, CA 94022
PHONE: (650) 941-5530
FAX: (650) 941-4994
Karen specializes in serving individuals who hold stock options and other concentrated stock positions. Her clients include executives and other employees at Internet, medical products, and other high technology companies.
Karen is a CPA, a Personal Financial Specialist (PFS), and a Certified Financial Planner (CFP® ). She received an MBA from the University of California at Los Angeles and a Bachelors Degree in Economics from the University of California at Santa Barbara.
Her professional activities include serving as Chair for the State Personal Financial Planning Committee of the California Society of CPAs. In addition, she has served on the AICPA's Personal Financial Planning Executive Committee and Personal Financial Specialists (PFS) Subcommittee. She also participates in professional advisory committees of two charitable community foundations. Karen was named by Worth magazine as one of the Best Financial Advisors for five consecutive years. She has co-authored several articles for professional journals and has been frequently quoted in the press regarding financial planning topics.