Karen Goodfriend

Karen Goodfriend, a CPA financial planner, shares her inspiring transition from corporate to personal financial planning, focusing on integrating psychology with finance. She discusses the unique challenges younger clients face with sudden wealth and the importance of emotional support. Technology's impact on remote collaboration and the significance of community in the CPA sector are highlighted. Karen emphasizes mentorship and adaptability in strategies to meet clients' long-term aspirations, showcasing the evolving role of financial planners today.