Aldrich Wealth
Karen E. Price has a strong background in operations and client services within the financial services industry. She has experience working in various roles, from office administration to branch management, demonstrating her ability to effectively manage teams and support clients. Karen's career has shown a track record of success in implementing scalable processes, guiding firm growth, and providing top-notch customer service. With a degree in Technical Theatre from Texas Christian University, Karen brings a unique skill set to her roles in the finance industry.
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Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.