Financial Planning: “Lifetime Achievement: Lew & Karen Altfest”

Lew Altfest is CEO, chief investment officer and principal advisor of Altfest Personal Wealth Management and an associate professor of finance at Pace University. Karen Altfest, principal advisor and executive vice president of client relations for the firm, launched Pace University’s CFP program.

Lew Altfest is CEO, chief investment officer and principal advisor of Altfest Personal Wealth Management and an associate professor of finance at Pace University in New York, where he teaches financial planning and investments. Karen Altfest, principal advisor and executive vice president of client relations for the firm (as well as a Ph.D. in history), launched Pace University’s CFP program.

The two are receiving Financial Planning’s Lifetime Achievement Influencer Award for their shared roles in both spreading the gospel of objective, fee-only financial planning in the consumer marketplace, and for reaching out to women on personal financial issues.

Read about it in Financial Planning.

 

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