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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Andrew Altfest
President at Altfest Personal Wealth Management

Profile

As President of Altfest Personal Wealth Management, a NYC RIA established in 1983 now managing over $1.6b AUM, Andrew Altfest advises clients on their personal finances and drives financial planning strategies across the firm. Andrew received his BA with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business. He also is a CFP® licensee.  Andrew has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared regularly in the press, including The Wall Street Journal, Bloomberg News and Dow Jones Newswires.

Andrew is also the founder and CEO of FP Alpha, the first AI-driven comprehensive wealth management solution to cover more than 15 areas of financial planning. The software enables financial advisors to save time in the planning process, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require. FP Alpha was first developed in 2018 to address a major gap within current tech offerings for financial advisors, and was made available to the public in February 2020.

Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020 and 2021 rankings, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018 and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013. Andrew is a member of the National Association of Personal Financial Advisors (NAPFA) and is chairman of the NYC chapter.

Agenda Sessions

  • Advanced Financial Planning Workshop

    3:15pm