Altfest Personal Wealth Management
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
PAUL PALAZZO, CFP®, COA:
Paul leads a team of advisors who help clients with all of their financial planning and investment needs. In addition, he heads the firm’s Financial Planning Committee, sits on the Leadership and Investment Committees, and is co-director of the Altfest Dental Group. He was named managing director in 2007, having joined the firm in 2000.
A CFP® licensee, he specializes in quantitative financial planning analysis. He received acknowledgment for making a major contribution to the case study in Lew Altfest’s collegiate textbook, Personal Financial Planning. In 2005 Paul became a Certified Option Advisor, a designation focused on employee stock options and other forms of stock-related compensation.
He has written on a variety of financial planning and investment topics for major publications such as The Journal of Financial Planning and The Seattle Times, and has been interviewed by The Wall Street Journal, Washington Times, ABC News and others. In addition to his frequent talks on retirement planning, he has made presentations in front of the American Association of Individual Investors and spoken on Roth IRA conversions to the New York Tax Study Group, of which he is a member. Paul is a former member of the Board of Directors of the Financial Planning Association of New York and of the Practice Foundation Committee of the National Association of Personal Financial Advisors (NAPFA). He serves on the Board of Directors of the co-op in Manhattan where he lives with his wife, Lorraine.
“This is just extremely gratifying work, to have the opportunity to play a helpful role in the lives of our clients and establish relationships that grow stronger over the years.”
Paul received his B.A. in history from Western Connecticut State University. In his spare time he enjoys reading, cooking and exploring Central Park. He is a volunteer for and consultant to the Petit Family Foundation.
Paul Palazzo 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
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Paul Palazzo 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.
Paul Palazzo 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.
Paul Palazzo 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 Paul Palazzo
445 Park Ave
New York, NY 10022