AdvisorOS Directory
Claim Profile
Unclaimed Profile
KG

Karen Rae Goodfriend

WEALTHVALUES, LLC·REDWOOD CITY, California
Clean record26 years registeredWEALTHVALUES, LLC
303 TWIN DOLPHIN DR., REDWOOD CITY, CA 94065CRD# 4369844Firm CRD# 140004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Rae Goodfriend · REDWOOD CITY, CA
Registration
CRD #4369844 · WEALTHVALUES, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

WEALTHVALUES, LLC
Apr 2006 – present
ALLIED CONSULTING GROUP
Jun 2004 – Jul 2006
LOS ANGELES, CA
GOLDSTEINENRIGHT FINANCIAL ADVISERS INC
Apr 2000 – Jun 2004
MENLO PARK, CA
02

Registrations & Exams

Registration record
First registered · April 3, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHVALUES, LLC
CRD 140004 · SEC 801-66449
AUM
$379M
Regulatory assets under management
Employees
5
149 client accounts
Services offered by WEALTHVALUES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTHVALUES, LLC →
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in REDWOOD CITY?

Browse all registered financial advisors in REDWOOD CITY, California or claim this profile if it's yours.

Browse REDWOOD CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Karen Rae Goodfriend offer?
Karen Rae Goodfriend specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Karen Rae Goodfriend's credentials?
Karen Rae Goodfriend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Rae Goodfriend located?
Karen Rae Goodfriend is based in REDWOOD CITY, California, working with WEALTHVALUES, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Karen Rae Goodfriend charge for services?
Karen Rae Goodfriend's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHVALUES, LLC?
WEALTHVALUES, LLC has approximately 5 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in REDWOOD CITY, California

Anurag (nmn) Bhardwaj
SQN INVESTORS LP·REDWOOD CITY, CA
Anita Marie Ramos
NAVIGATION GROUP LLC·REDWOOD CITY, CA
Jane Beule
GRIFFIN BLACK, INC.·REDWOOD CITY, CA
Steven Bisgay
FINTAN PARTNERS LLC·REDWOOD CITY, CA
Susan Mestier Brauner
THE BRAUNER COMPANY·REDWOOD CITY, CA
David Michael Smith
REDWOOD PARK ADVISORS, LLC·REDWOOD CITY, CA
CFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile