We are pleased to announce that Andrew Altfest, CFP® has been named to Forbes’ 2019 list of “America’s Top Next-Generation Wealth Advisors”.

This is Andrew’s third year receiving the recognition, having been selected from nearly 30,000 nominations. The list represents the future of wealth management – Andrew continues to make an impact on the profession through his commitment to clients and introduction of cutting-edge technology.

The Forbes “Next-Gen Wealth Advisors” ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. To learn more about the selection methodology for this recognition, click here.

 

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