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Financial Planning Specialist
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$105,000 a year
Full-time
- Passing the exam for (or already holding) a CFP, CFA, CPA, or FPQP designation, a strong plus
- Lewis Altfest, Ph. D., CFA, CFP®, CPA, PFS, founded the firm after leaving Lord Abbett & Co, a large mutual fund company where he was a Partner and Director of Research.
- Karen C Altfest, Ph. D., CFP® joined the firm in its early years and has had a strong impact on its growth.
- Karen oversees the firm’s marketing activities and has made a profound impact by dedicating herself to the empowerment of women.
- Among her acknowledgements, Karen has been recognized by Forbes as a “Top Women Wealth Advisor” by Forbes from 2017-2022, as well as a Forbes “Best-in-State Wealth Advisor” from 2018-2022.
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