Lewis J. Altfest Ph.d., Cfp®, Cfa, Cpa, Pfs

Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS has extensive work experience. Lewis J. has been with Altfest Personal Wealth Management since 1983, where they hold various roles including CEO, Chief Investment Officer, and Principal Advisor. Lewis J. has also been serving as an Associate Professor of Finance at Pace University since 1983.

Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS has an extensive education history. Lewis J. obtained a Bachelor's degree in Accounting from Baruch College. Lewis J. then pursued further education and earned an MBA in Finance from NYU Stern School of Business. Later on, they attended The Graduate Center, City University of New York where they obtained a Ph.D in Finance.

Additionally, Lewis J. Altfest has obtained multiple certifications. Lewis J. is a Certified Financial Planner (CFP) from CFP Board. Lewis J. also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. Furthermore, they are a Certified Public Accountant (CPA) certified by the New York State Education Department. Lastly, they are a Personal Financial Specialist (PFS) designated by the AICPA.

No strong assumptions can be made outside the provided experience.