Karen Rae Goodfriend

CFP · PFS

Wealthvalues, LLC

25 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning

Wealthvalues, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

24 clients

Average Client Portfolio

$17.1M average

Assets Under Management

$410.6M

Fee Structure

Location

303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wealthvalues, LLC

April 2006 - Present · 19 yrs 10 mos

Previous Registrations

Allied Consulting Group

June 2004 - July 2006 · 2 yrs 1 mo

Goldsteinenright Financial Advisers INC

April 2000 - June 2004 · 4 yrs 2 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.