Karen Goldstein has 20 years of experience in the financial services industry. She has a strong background in working at large independent broker/dealers with experience in Advisor Training and Business Consulting. At CFS/SPF Ms. Goldstein leads a team that develops and delivers training content to the field and back office employees. She also oversees Practice Management Consulting which offers best practices and solutions to assist advisors, assistants, and program managers in growing their practices and meeting their business goals.
Prior to CFS/SPF, Ms. Goldstein has served in management positions at LPL financial and First Allied Securities Inc.