Andrew Altfest has had a unique journey through the advisory profession. He joined the firm founded by his father, Lew Altfest, and rose to become president of Altfest Personal Wealth Management. He then founded the technology firm, FP Alpha, and became its CEO. Andrew will walk us through his journey to become an advisor and how that experience led to the creation and evolution of FP Alpha. The expectations of advisors and their clients continue to change, which is what led to the introduction of advanced technologies based on AI. This allows firms to scale their practices with innovative technologies.
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Here are some additional resources to learn more about Andrew and FP Alpha:
- Link to FP Alpha website - https://fpalpha.com/
- Here is a link to the webinar we did with Andrew in 2020
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.
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