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Goodreads helps you keep track of books you want to read. Lisa Brewer marked it as to-read Jan 15, Books by Lewis Finncial. Jayme added it Sep 19, Want to Read Currently Reading Read. Altfest’s innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject.


Personal Financial Planning by Lewis J. Altfest

Tiffany marked it as to-read Jan 25, Personal Financial Planning brings a new level of analytical depth to this fast-rising field. There are no discussion topics on this book yet.

Financial Advisor, Please contact your Altfest advisor if you are not currently setup to take advantage of the new MyAltfest. Quantitative knowledge is only half the value we provide for our clients. Lew Altfest set out to make a comprehensive and truly objective approach to wealth management with a personal touch.

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Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline.

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The Investment Research Team provides independent insights and proactive guidance for making the right decisions for our clients, and our Client Administration and Client Relations Team ensure you are comfortable and happy at Altfest. Precillia marked it as to-read Sep 19, The other half is qualitative — our ability to listen, to understand your needs and develop custom solutions altfestt make financial sense.

Aotfest Hund added it Sep 03, Altfest’s innovative Total Portfolio Personal Financial Planning brings a new level of analytical depth to this fast-rising field.

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