We, at Altfest Personal Wealth ManagementSM, take great pride and gain great satisfaction from helping out those who have need for financial advice but don't have the means for expert help. We take part in pro bono financial planning projects through various organizations and media outlets. Some recent projects include:
We also provide pro bono help through local community groups, religious organizations and public libraries. In addition, we contribute to various charities in and around the area.
One particular charity we have forged a close relationship with is the Yorkville Common Pantry (YCP), New York's largest community-based food pantry. Karen Altfest was YCP's founding President and Chairperson. Our relationship with YCP continues today. Our ongoing support of YCP helps feed families in need. YCP Executive Director Stephen Grimaldi joined us at a recent Altfest event to discuss our partnership and the services YCP provides to the needy in our community. You can view Stephen Grimaldi's presentation here.
In 2007, The Dr. Lewis J. Altfest Certified Financial Planner® Endowed Scholarship Fund was established at Pace University's Lubin School of Business, in connection with Lew�s receiving the coveted 2007 Charles R. Schwab Impact Award®. The scholarship goes towards paying for the education of accomplished students interested in a career in personal finance.