Lewis Altfest (CFA®, CFP®, CPA/PFS, MBA, PhD)

Lewis Altfest focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Select Industry Awards

Recognition for Altfest Personal Wealth Management

  • 300 Top Registered Investment Advisors in the Nation
    • Financial Times, 2014, 2015, 2017
  • Top 10 Rated Wealth Advisors in New York, NY
    • AdvisoryHQ, 2016, 2017
  • Leading Registered Investment Advisors in the US
    • Financial Advisor magazine 2006-2010, 2012-2017
  • Best Practices Award
    • InvestmentNews, 2014
  • Due Diligence/Research Manager All-Star Team Award
    • Financial Advisor magazine 2012, 2013

Recognition of Lewis Altfest

Additional Information

A founding member of the National Association of Personal Financial Advisors (NAPFA), Lew Altfest has served on its Board of Directors. He was selected as one of NAPFA’s 30 Most Influential in 2013. He also is a member of the Financial Planning Association (FPA), Academy of Financial Services, Financial Management Association, American Finance Association, American Institute of Certified Public Accountants (AICPA) and the New York Society of Security Analysts.

Lew lectures frequently to investors, pre-retirees and retirees as well as to other financial professionals and is often interviewed by the media. He was the sole recipient of the 2007 Charles R. Schwab IMPACT Award® – arguably the highest distinction in the profession – for his sustained vision, outstanding leadership and client commitment. He was named one of the “Best Financial Advisers” in the country by Barron’s, as well as by Money, Worth, Mutual Funds and Medical Economics magazines. His academic textbook, Personal Financial Planning, was published by McGraw Hill and is currently used at leading universities around the country. Lew is co-author of Lew Altfest Answers Almost All Your Questions About Money, which was named one of the best financial planning books by Money magazine, and co-author of An Introduction to Business.

Lew received his Ph.D. from the Graduate Center of the City University of New York. He has an M.B.A from New York University and a B.B.A from Baruch College. He also holds the CFA, CFP®, CPA and PFS designations.

Lew is an Associate Professor of Finance at the Lubin School of Business at Pace University, where he teaches financial planning and investments. In addition to the books listed above, Lew is the author of many scholarly articles on financial planning and investments.

NAPFA Start Date

May 01, 1983

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This Office

445 Park Ave Fl 6 New York, NY 10022-8633 Phone: (212) 406-0850 Fax: (212) 406-0867