NAPFA Fall 2023 National Conference Speaker

Andrew Altfest is the founder and CEO of FP Alpha, the first AI-driven comprehensive wealth management solution to cover more than 15 areas of financial planning. The software enables financial advisors to save time in the planning process, showcase their value beyond investments, and deliver the personalized, comprehensive experience that clients require. Andrew is also President of Altfest Personal Wealth Management, founded by his father Lew Altfest. Andrew was named a Best-In-State Wealth Advisor in New York City by Forbes in its 2018, 2019, 2020, 2021, and 2023 ranking, as well as a Young Advisor to Watch by Financial Advisor in 2020. He was included in Forbes’ list of America’s Top Next-Generation Wealth Advisors in 2017, 2018, and 2019; InvestmentNews’ 2018 list of 40 Under 40 in the financial advisory industry; and Financial Advisor’s Due Diligence/Research Manager All-Star Team in 2012 and 2013, and AdvisorHub’s Advisors to Watch list 2023.