Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Pleasanton, CA area, Karen J Goodwin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
What services does Karen J Goodwin offer as a financial advisor?
Karen J Goodwin specializes in financial planning services including women’s financial strategies, retirement planning and income strategies, investments, wealth preservation, insurance, intergenerational planning, and saving for education.
Where is Karen J Goodwin's office located?
Her office is located at 3825 Hopyard Rd, Ste 124, Pleasanton, CA 94588, USA.
How can I contact Karen J Goodwin for an appointment?
You can contact her via phone at +1 925-523-3490 or email at karen.goodwin@ampf.com. Appointments can also be scheduled online through her contact page.
Does Karen J Goodwin offer online or onsite financial advisory services?
Yes, she offers both online appointments and onsite services for clients.
What languages are supported by Karen J Goodwin's financial advisory services?
Services are provided primarily in English.
Where can I find more information about Karen J Goodwin's professional credentials?
More information is available on FINRA’s BrokerCheck website linked in her featured message.
What nearby real estate agencies are close to Karen J Goodwin's office?
Nearby real estate agencies include Sorensen Properties, MGRE, Karen Sonobe at Keller Williams Tri-Valley, Katherine Chiang Realtor, and The Michael Swift Team among others, ideal for clients interested in property investment or home buying advice alongside financial planning.
Are there other Ameriprise Financial Services advisors near Karen J Goodwin?
Yes, Erika Lubbers and Kirsten Tangeman, both Ameriprise financial advisors, have offices nearby, providing additional options for financial services in the area.
What healthcare facility is close to Karen J Goodwin's office?
The Kaiser Permanente Hearing Aid Center is nearby, offering counseling, mental health, and hearing services – potentially useful for clients managing health and finance together.
Does Karen J Goodwin have a social media presence for updates and contact?
Yes, she is connected via a LinkedIn profile and a Facebook page. Additionally, Ameriprise has an Instagram handle @ameriprise.