Karen Rae Goodfriend
Investment adviser representative at Wealthvalues, LLC
20 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$466.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Wealthvalues, LLCApr 2006 to now
- Wealth Values, LLC Fka Kk Wealth Advisors, LLCMar 2006 to now
Designations
- CFP® certification
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealthvalues, LLC
$466.5MAssets managed
25Clients
2Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4369844
- Firm CRD
- 140004