Andrew Altfest

5 Podcast Episodes

Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest

Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that e... Read more

11 Aug 2022

25mins

FP Alpha with Andrew Altfest | E172

FP Alpha with Andrew Altfest | E172

In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest ... Read more

4 May 2021

29mins

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Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest

This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the fo... Read more

26 Aug 2020

47mins

Episode 47–Being Agile in 2020 w/Andrew Altfest

Episode 47–Being Agile in 2020 w/Andrew Altfest

Robert Powell, editor of Retirement Daily at The Street, interviews Andrew Altfest, CFP®, President, Altfest Personal We... Read more

13 Jul 2020

44mins

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Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest

Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest

Andrew Altfest is the president of Altfest Personal Wealth Management, an independent RIA based in New York City that ov... Read more

23 Jul 2019

1hr 35mins

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