Altfest News

Award RecognitionAndrew Altfest named to 2021 “Best-In-State Wealth Advisors” by Forbes

Award Recognition

share

  • share
  • tweet
  • share
  • email

Andrew AltfestAltfest is proud to announce that Andrew Altfest, CFP®, MBA has been named to Forbes 2021 “Best-In-State Wealth Advisor” rankings. In addition to being the President of Altfest, Andrew is also the Founder and CEO of fintech company FP Alpha, and a thought leader in the financial and fintech industries.

Recognized again as one of the nation’s top financial advisors, Andrew’s selection comes as a result of his client service model, investing methods and tech-forward approach, as well as his level of experience and integrity. Full details of the selection criteria can be found below.

This inclusion will be Andrew’s seventh recent recognition from Forbes, being listed as a “Best-In-State Wealth Advisor” in 2018, 2019, 2020, and now 2021. He was also named to their “America’s Top Next-Generation Wealth Advisors” listing in 2017, 2018 and 2019.

 

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found here.

*Forbes’ ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

contact

Share Your Story

Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.

Get in Touch