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Altfest Personal Wealth Management

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Altfest Personal Wealth Management Reviews

4.5

76% would recommend to a friend

(30 total reviews)

Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D

95% approve of CEO

66% positive business outlook

Altfest Personal Wealth Management has an employee rating of 4.5 out of 5 stars, based on 30 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The Altfest Personal Wealth Management employee rating is 21% above average for employers within the Finance industry (3.7 stars).

Reviews by job title

30 reviews
5.0
14 May 2025
Recommend
CEO approval
Business outlook

Pros

Opportunity to learn a lot

Cons

Must be driven to succeed

5.0
22 Jan 2024
Recommend
CEO approval
Business outlook

Pros

flexible good work life balance

Cons

no cons. maybe increase the salary

2.0
15 Dec 2023
Recommend
CEO approval
Business outlook

Pros

Diversity, Friendly co workers, Kind CEO

Cons

Everyone is overworked, company is trying to bring in many new clients as possible but not increasing their service capability.

Viewing 1 - 3 of 30 Reviews

Glassdoor has 44 Altfest Personal Wealth Management reviews submitted anonymously by Altfest Personal Wealth Management employees. Read employee reviews and ratings on Glassdoor to decide if Altfest Personal Wealth Management is right for you.