5 Podcast Episodes
Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest
Episode 104 – An AI Solution For Personalized Advising – With Andrew Altfest
Andrew Altfest is the founder and CEO of FP Alpha, the first AI driven, comprehensive financial planning solution that e... Read more
11 Aug 2022
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25mins
FP Alpha with Andrew Altfest | E172
FP Alpha with Andrew Altfest | E172
In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest ... Read more
4 May 2021
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29mins
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
This week, Jamie Hopkins talks with Andrew Altfest, CFP®, the president of Altfest Personal Wealth Management and the fo... Read more
26 Aug 2020
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47mins
Episode 47–Being Agile in 2020 w/Andrew Altfest
Episode 47–Being Agile in 2020 w/Andrew Altfest
Robert Powell, editor of Retirement Daily at The Street, interviews Andrew Altfest, CFP®, President, Altfest Personal We... Read more
13 Jul 2020
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44mins
Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest
Ep 134: Positioning A Family-Owned Advisory Business For The Next Generation Of Growth with Andrew Altfest
Andrew Altfest is the president of Altfest Personal Wealth Management, an independent RIA based in New York City that ov... Read more
23 Jul 2019
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1hr 35mins