Lewis Altfest


Altfest Personal Wealth Management

Financial Advisor

Lewis Altfest


Altfest Personal Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lewis Altfest, CFP®, CPA, CFA/PFS

(212) 406-0850

    Fee-Only financial planner located in New York, NY, serving clients locally and across the country

    Lewis Altfest is a New York, NY fee-only financial planner. Altfest Personal Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lewis Altfest is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.


    Lewis J. Altfest, Ph.D., is CEO, Chief Investment Officer, and a Principal Advisor for Altfest Personal Wealth Management. Prior to founding the firm in 1983, he was a General Partner and Director of Research for Lord Abbett & Co., a large mutual fund and investment management company that manages more than $100 billion in assets. Lew began his investment career as a research analyst at Wertheim & Co.

    Lew 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, Medical Economics, and Dental Practice Report magazines. In 2013, Financial Planning magazine honored Lew in a cover story with the Lifetime Achievement Influencer Award, as an advisor who over the course of his career, has changed financial planning for the better and pushed the industry to higher levels. In 2012, and again in 2013, he was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team. 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 is an Associate Professor of Finance at the Lubin School of Business at Pace University, where he teaches financial planning and investments. Previously, he was co-director of the Investment Program at the New School. In addition to the books listed above, Lew is the author of many scholarly articles on financial planning and investments.

    Lew lectures frequently to investors, pre-retirees and retirees as well as to other financial professionals. He is often interviewed by the media and currently writes a monthly investment column for Medical Economics. Lew is listed in Who's Who in Finance and Who's Who in America and is the recipient of the 2006 Career Achievement Award from The City College of New York for his “integral role in the development of the financial planning profession.”

    A founding member of the National Association of Personal Financial Advisors (NAPFA), Lew 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 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.

    Lewis Altfest is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

    NAPFA members live by three important values:

    • To be the beacon for independent, objective financial advice for individuals and families.
    • To be the champion of financial services delivered in the public interest.
    • To be the standard bearer for the emerging profession of financial planning

    How We Help You

    At Altfest Personal Wealth Management, we want to help you meet your goals. We understand that each person’s lifestyle is unique and requires distinct consideration and planning. That’s why we provide services with a personal touch, whether it’s investing client money or providing advanced financial planning guidance – we listen to what you really want, and really don’t want. Clients benefit from our expertise, objectivity and genuine service, which have been a hallmark at our firm since 1983. That’s why we believe our clients make a smart choice in working with us.

    Today, we offer you:

    • A staff of some 20 smart and friendly professionals dedicated to making you comfortable as we make your financial life easier.
    • The willingness to serve you in the way that best addresses your own special circumstances, sensitivities and concerns.
    • Sophisticated financial planning to help you navigate your way to a secure future and make intelligent decisions in areas such as investments, retirement, college planning, insurance or estate planning.
    • A diversified portfolio of select individual stocks, mutual funds, bonds and private investments, custom tailored to your individual needs, objectives, and concerns, and managed by a talented team led by Chief Investment Officer, Lewis J. Altfest, regarded by many as one of the best in wealth management.

    Pioneers in the world of fee-only wealth management – no commissions, no products to sell; therefore no conflicts of interest -- Altfest has worked hard to earn and reward the trust of our clients. Beyond the personal fulfillment of having a respected and successful practice, are the strong and lasting relationships with our family of clients.

    Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Lewis Altfest is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      Lewis Altfest is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

    • CPA - Certified Public Accountant
      Lewis Altfest is a Certified Public Accountant (Learn More)

      A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

    • CFA - Chartered Financial Analyst
      Lewis Altfest is a CFA® charterholder

      A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

    • Financial Planning Association
      Lewis Altfest is a member of The Financial Planning Association® (FPA®)

      FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

    Contact Lewis Altfest

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    Office Locations:

    • 445 Park Ave
      6th Floor
      New York, NY 10022

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