Altfest News
Andrew Altfest on The Investments & Wealth Institute’s “Exceptional Advisor” Podcast
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In an episode titled, “Being Agile in 2020 with Andrew Altfest,” Andrew joins host Robert Powell, CFP® to discuss the shift to digital during these extraordinary times, embracing technology, and using his new product, FP Alpha, as a tool that will help financial advisors offer more comprehensive planning for their clients.
Click here to listen to the podcast replay.
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Andrew Altfest, CFP, MBA
Andrew advises clients about their personal finances and drives financial planning strategies for team members across the firm. Andrew has received numerous industry awards and accolades.
He received his BA with honors from Cornell University, and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee. Andrew has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones. Andrew is a member of the National Association of Personal Financial Advisors (NAPFA) and chair of the New York City chapter.