K. Esther Szabo, CFP®

With nearly two decades of financial planning experience, Esther Szabo is a respected leader in her field.

A skilled advisor, Esther can help each individual navigate the many challenges involved in life and financial planning. She is passionate about the role comprehensive financial planning plays in helping a person craft and attain their goals.

Her background in counseling and teaching allows her to communicate in a highly personal way with her clients to clearly explain the technical aspects of planning and investment management, and to build long-term trusting relationships. Esther is skilled at helping clients detach from headline anxiety and return their focus to the fundamentals of their own personal financial situation. In this way clients realize that their own financial path and strategy is clear.

Esther’s experiences have given her the ability to empathize with individual life transitions and provide knowledgeable support to her clients.

She is committed to creating, implementing and monitoring solutions that will contribute to a family’s financial stability and life satisfaction, and is passionate about serving the professional woman’s and senior communities in particular.

A past president of the Financial Planning Association of Silicon Valley and member of the Estate Planning Council, Esther has been quoted in Investment Advisor, Financial Advisor Magazine, AARP online, the San Jose Mercury News and featured in The Wall Street Journal.

Karen Goodfriend CPA, PFS, CFP®

A CPA for more than 20 years, Karen has also earned an MBA and two financial planning credentials, Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Karen has attained a local and national reputation for her personalized service to high net worth clients. In recognition of her financial planning expertise, she was named to Worth Magazine’s annual list of Best Financial Advisers five times consecutively. Karen is adept at discussing sensitive financial matters with clients; understanding their life goals, and serving as a guide in addressing a wide range of financial issues.

Her expertise working with clients who realize wealth from ownership of stock and stock options has been well recognized. She has advised many clients in the Silicon Valley in their navigation from planning to fruition of wealth from IPO’s, acquisitions and significant compensation packages. Karen utilizes a holistic approach where planning and investing are intertwined. This method has been applied to lead clients to successful realization of financial and retirement goals.

Karen has been quoted in numerous financial publications and major newspapers throughout the country. She is a frequent speaker and author of articles for professionals on stock option planning issues and other personal finance topics.

A member of the Silicon Valley Community Foundation’s Professional Advisor League, Karen also serves on the Personal Financial Planning Executive Committee and Financial Literacy Commission for the American Institute of CPA’s. She is past Chair of the State Personal Financial Planning Committee for the California Society of CPAs.