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Hey I'm Veronica Dagger, and this is the Wall Street Journal Secrets of Wealthy Women,

where women share how they tackle career, money, and the world.

Today we're speaking with Karen Altfest, a legend in the financial advisory world.

Karen is principal advisor and executive vice president at Altfest Personal

Wealth Management, the company she runs with her husband Lou and their son

Andrew. Together her team manages over a billion dollars in client assets.

Women make up about one-third of all financial advisors today a pretty low number,

but when Karen started out in the industry back in the 1980s, she had almost no female role models and few women as peers.

But she recognized that there was a need for advice that catered to women,

especially for women going through major changes in their lives, like dealing with the

death of a loved one or spouse.

Today she's here to tell us how she's defied society's expectations, grew up to be a

leading name in the industry, and has some advice for how to keep

your finances on track in tough times. Karen, welcome to secrets.

Oh, thank you, Veronica, glad to be here.

Great to have you.

First, how are you doing?

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