Altfest Personal Wealth Management

A few days ago we held an in-person financial planning event at the Griffis Club in the Weill Cornell Medical Center.?Our dynamic lineup of financial experts included Andrew Altfest, CFP?, Steven Novack, Daniel Duca, CFP? and moderator Courtney McKenna. ? After an enjoyable cocktail hour social, the panelists led an engaged audience of healthcare practitioners in a discussion on their latest insights regarding investments, pending tax changes, retirement, estate planning and the sale of a medical practice.? ? Thanks to all the participants who braved a cold and snowy evening to attend.?We appreciated the opportunity to support our local healthcare providers! To watch the full panel discussion, click the link below! https://lnkd.in/eYHgG-rF

Altfest Executive Vice President and Principal Advisor, Dr. Karen C. Altfest, Ph.D., CFP?, has been recognized by Forbes in their 2025 list of Top Women Wealth Advisors.?For advisors serving high net worth clients in the New York City area, Karen was ranked 4th overall! This impressive achievement is a testament to her steadfast dedication to her clients and their families. ? ?https://lnkd.in/gbJByMqX #financialadvisor #fiduciary #newyorkcity ? Forbes' top advisor rankings, developed by SHOOK Research, are the only advisor rankings with a focus on quality, including interviewing advisors in-person, virtually and by telephone.? Unlike other advisor rankings, SHOOK is not a “robo-ranker.” Numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models—advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both qualitative and quantitative factors is imperative.

Congratulations to Andrew Altfest, CFP?. In their 2025 rankings, InvestmentNews has named Andrew as one of the Top Financial Advisors in the US.?As a leader of Altfest Personal Wealth Management, Andrew strives to both deliver industry-leading advisory services to clients and also lead the firm forward by adopting the latest technologies and methods. https://lnkd.in/egDfcBmW #financialplanning #investmentmanagement #fiduciary? ? To compile the second annual Top Advisors list,?InvestmentNews?first solicited nominations from advisors, industry professionals, and clients. Only advisors nominated were eligible for the list. All information on the nominees had to be verified by their compliance team before it could be accepted.? ? The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (between August 2023 and August 2024). The?InvestmentNews?team assigned a ranking to each advisor in each category and then calculated a combined score to determine the advisor’s final placement on the 2025 Top Advisors list.

Dr. Karen C. Altfest, Ph.D., CFP?, recently participated in the 2025 Financial Women's Association Panel on Women & Wealth. With a deep commitment to empowering women and widows, Karen shared valuable insights on #financialplanning through various life stages. The discussion covered topics, including the creation of a financial plan, preparing in advance of life changes such as divorce or death of a spouse, assessing portfolio risk, and staying informed on financial trends and opportunities. Karen emphasized the importance of starting to #invest early, reviewing your financial strategy regularly, and consulting with an #advisor at least twice a year. When asked about investment decision-making challenges, she said to seek guidance from objective, fee-only professionals who prioritize clients' best interests over commissions. Ending the panel with one piece of advice, Karen encouraged the women in the audience to learn as much as you can, talk with your family and keep at it.

Dr. Karen C. Altfest, Ph.D., CFP?, Executive Vice President of Altfest Personal Wealth Management, participated in the 2025 Financial Women's Association Panel on Women & Wealth. ? With a deep commitment to empowering women and widows, Karen and her co-panelists shared valuable insights on financial planning through various life stages. The discussion covered topics, including the creation of a financial plan, preparing in advance of life changes such as divorce or death of a spouse, assessing portfolio risk, and staying informed on financial trends and opportunities. ? Karen emphasized the importance of starting to invest early, reviewing your financial strategy regularly, and consulting with an advisor at least twice a year. When asked about investment decision-making challenges, she said to seek guidance from objective, fee-only professionals who prioritize clients' best interests over commissions. ? Ending the panel with one piece of advice, Karen encouraged the women in the audience to learn as much as you can, talk with your family and keep at it. ? Well done Karen for the enjoyable and insightful night for all! ?

#Physicians, don't miss this unique opportunity to supercharge your personal and professional outlook for 2025 with this exclusive in-person event at the Weill Cornell Medical Center in New York City. Make new connections during the cocktail reception and then settle in for a panel discussion covering the latest financial insights for medical practitioners. Seats are limited and available on a first-come-first-serve basis!

Dr. Karen C. Altfest, Ph.D., CFP? recently sat down for an interview with the CUNY Graduate Center Alumni Pulse to share her experiences with the Ph.D. program at the The Graduate Center, City University of New York. https://lnkd.in/e9--fMhw

There are many unique personal financial planning needs for #physicians which are unlike those of other professions. Our latest article provides an overview of the financial lifecycle of physicians and how those unique needs can be built into your #financialplanning. https://lnkd.in/egnt-XQv Florida Medical Association Pennsylvania Medical Society Medical Society of the State of New York Medical Society of New Jersey

Our very own, Dr. Karen C. Altfest, Ph.D., CFP?, will be part of the upcoming Women & Wealth panel on #financialplanning hosted by the Financial Women's Association on February 4th. Follow the link below to get your tickets! https://lnkd.in/eARXxUk5

Join Us for the Next PAMED Membership Matters Connection Call What’s Happening: ??PAMED Leadership Updates: CEO Marty Raniowski will highlight key 2024 initiatives and goals for 2025. ??Financial Planning for Physicians: Learn from PAMED partner Altfest Personal Wealth Management about their comprehensive services. ??Exclusive Member Benefit: Altfest covers PAMED membership dues for active clients! Don’t miss out—join the conversation and discover valuable resources! Register now: https://conta.cc/3ZocZPI