Altfest Personal Wealth Management
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS has extensive work experience. Lewis J. has been with Altfest Personal Wealth Management since 1983, where they hold various roles including CEO, Chief Investment Officer, and Principal Advisor. Lewis J. has also been serving as an Associate Professor of Finance at Pace University since 1983.
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS has an extensive education history. Lewis J. obtained a Bachelor's degree in Accounting from Baruch College. Lewis J. then pursued further education and earned an MBA in Finance from NYU Stern School of Business. Later on, they attended The Graduate Center, City University of New York where they obtained a Ph.D in Finance.
Additionally, Lewis J. Altfest has obtained multiple certifications. Lewis J. is a Certified Financial Planner (CFP) from CFP Board. Lewis J. also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. Furthermore, they are a Certified Public Accountant (CPA) certified by the New York State Education Department. Lastly, they are a Personal Financial Specialist (PFS) designated by the AICPA.
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Altfest Personal Wealth Management
Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management. Our team has the expertise and the passion to successfully guide our clients’ portfolios through myriad market conditions. Altfest was founded by industry trailblazers who continue to lead the way. The firm is credited for introducing innovative methods to the profession that have increased the value provided to clients. We are pioneers in the fee-only wealth management movement, and continue to receive fees only from clients not from product sales, which can lead to conflicts of interest. We listen, think independently, advise and take action. Altfest is a staff of smart, friendly professionals dedicated to anticipating your needs and making your life easier. Each individual or family of clients has unfettered access to our firm’s broad expertise, ready to meet the goal of protecting your financial well-being. Services provided to clients include Investment Management, Retirement Planning, Insurance and Tax & Estate Advisory. At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multi-generational families about financial issues, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments, contributing to pension plans, stock options, and more. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.