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Karen Altfest
CFP
New York, NY
Firm
Altfest Personal Wealth Management
Fee Structure
Fee-Only
Biography

Karen Caplan Altfest, Ph.D., is a Principal Advisor and Executive Vice President of Client Relations. She helps many of the firm’s clients on a variety of investment and financial planning issues.

Karen is frequently a speaker on the subject of women and money and conducts educational seminars for recent widows and people looking to retire. She is often interviewed by the national media and wrote a monthly Financial Question and Answer column for All You magazine. Her Financially Savvy Woman™ programs, including the Women’s Financial $pa™, are popular with clients.

In 2017, Forbes named Karen Altfest to their list of "America's Top 200 Women Advisors." Investment News identified Karen as one of the "Top 20 Most Influential Women to Watch" in 2015, and Financial Times placed Karen on their list of "Top 100 Women Financial Advisors" in 2014. Previously, InvestmentNews recognized her with their Community Leadership Award, and Worth magazine named Karen one of the "Best Financial Advisers" in the United States. She has been named one of the "120 Best Financial Advisers" by Medical Economics, and selected as "Planner of the Month" and one of "100 Top Advisors" by Mutual Funds magazine. In 2013, Financial Planning magazine honored Karen in a cover story with the Lifetime Achievement Influencer Award, as an advisor who over the course of her career, has empowered women and pushed the financial planning industry to higher levels. Wealth Manager named Karen one of the "50 Distinguished Women in Wealth Management" in 2008 and 2009.

She is also listed in "Who’s Who of American Women" and in 2007 was awarded the Thornton Award by the Ph.D. Alumni Association of the Graduate Center of the City University of New York in recognition of her skills in combining the business world with that of academia. 

Karen’s most recent book, Keeping Clients for Life, was published by John Wiley & Sons in 2001. An earlier book, Lew Altfest Answers Almost All Your Questions About Money, which she co-wrote, was published by McGraw-Hill and was named one of the best financial planning books by Money magazine.

Karen received her Ph.D. in history from the Graduate Center of the City University of New York. She also holds M.A. and B.A. degrees from Hunter College, is a graduate of McGill University in Montreal, and holds the CFP® designation. She is a member of the Financial Women’s Association and is on the board of directors of Temple Shaaray Tefila in Manhattan. Karen is co-chair of the Alumni Professional Development Task Force of the Graduate Center of CUNY, serves on the CUNY Graduate Center Foundation Board, sits on McGill’s Alumni Board of New York, and is a founder and former chair of the New York Common Pantry. She is also the president of her co-op Board.

Karen is a former President and Chairperson of the New York Chapter of the Financial Planning Association (FPA) and a former Chairperson of the Northeast Region of the National Association of Personal Financial Advisors (NAPFA). She was the co-Director of the Financial Planning and Investments Program at The New School in New York City and the Coordinator of the Certified Financial Planner™ program, a professional program for financial planners, which she originated at Pace University in White Plains, New York.


David Edwards 2
MBA
New York, NY
Firm
Heron Wealth
Fee Structure
1%/year for seperately managed stock and bond portfolios, 0.75% for mutual fund portfolios, 0.75% for exchange traded fund portfolios, $200/mth for couple-$100/mth for single- fin planning only
Biography

David Edwards is president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning to individuals and families across the United States and in Europe.

David graduated from Hamilton College with a concentration in History and Mathematics, and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.

David contributed over 100 columns to TheStreet.com.   He is quoted frequently in Bloomberg, Wall Street Journal, Reuters, InvestmentNews, Money, Financial Planning and many other financial news sources.  David serves as a member of the Investment Adviser Association serving on the Legislation and Technology committees, and is an advisory board member for eMoney.  Prior to founding Heron Wealth, he was associated with Morgan Stanley, JP Morgan and Nomura Securities developing investment products and quantitative trading models.

David competes in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor.

Elizabeth Caputo
New York, NY
Firm
Heron Wealth
Biography

Elizabeth works with clients to compile data and prepare financial planning reports, and educates clients on how to make use of the Heron Wealth planning tools.

Elizabeth brings an extensive background in relationship management, including more than a decade in sales with The New York Times.  Her initial projects at Heron included the successful transition of client data to our current technology platform. 

Elizabeth holds a Bachelor of Arts in Communication and Information Science from the University of Alabama and is currently enrolled in the Certified Financial Planner™ curriculum at New York University.

A long time member of the New York Junior League, Elizabeth currently chairs the Personal Empowerment Project, a committee dedicated to introducing a variety of careers and mentoring for girls in East Harlem age 11-19.

Samantha Gorelick
CFP®
New York, NY
Firm
Heron Wealth
Fee Structure
Fee Only
Biography

Samantha Gorelick, a CERTIFIED FINANCIAL PLANNER™, educates young professionals about financial planning and investments so they can feel knowledgeable and empowered along the path to their financial goals.

Samantha received a Bachelor of Arts degree from Bard College, majoring in Environmental Studies. She pursued graduate studies at Prescott College in Social Ecology and completed the Financial Planning curriculum at New York University.

Samantha’s broad range of previous experiences include managing a full service real estate firm in New York City, creating her own business line of jams with her company Gorelick Preserves, and working for a farm-to-table operation at Fishkill Farms.

Passionate about gardening and food preservation, Samantha keeps a vegetable garden in the country and enjoys adventuring outside of the city as often as possible.

Rahimul Taher
Brooklyn, NY
Firm
Taher Financial Planning
Fee Structure
Fee-Only
Biography

Rahimul Taher began Taher Financial Planning because he loved the idea of being able to help people build a solid financial life, especially people like him who are passionate about making the most of their lives.

After having worked in places like the New York State Senate, The NYC Mayor's Office, The Brooklyn District Attorney's Office and the Better Business Bureau, Rahimul grew dissatisfied with the amount of work being done towards social good. After developing a serious interest in finance, he began looking into financial planning as a way for him to add a positive contribution to the world. Eventually, he found his passion to help other young people get their finances together and build wealth. However, finding that other financial planning firms were not able to service young people, he created a financial planning firm with a focus on ethical policies & cost-effective prices. Taher Financial Planning gives him freedom to do financial planning the way he thinks it should be done.

Despite receiving job offers from multiple financial planning firms, none met his standards because of their troubling ethics, high pricing and lack of focus on millennials. Thus, Rahimul created a financial planning firm with a focus on ethical policies & cost-effective prices.

Created for millennials in their twenties and thirties, Rahimul specifically works with career professionals, new families & business owners to help them achieve the life of their dreams.

Andrew Altfest
CFP®
New York, NY
Firm
Altfest Personal Wealth Management
Fee Structure
Fee-Only
Biography

Andrew Altfest advises clients about their personal finances and drives financial planning strategies for team members across the firm. He is also an active member of Altfest’s Investment Committee and the Portfolio Action Group, which sets investment strategy for client portfolios. He was named to Financial Advisor magazine’s Due Diligence/Research Manager All-Star Team in 2012 & 2013, and most recently was ranked in the top 15% on the inaugural 2017 Forbes List of America's Top Next-Generation Wealth Advisors. Additionally, he leads the firm’s efforts in the tax management of investment portfolios, and advises clients on charitable contributions.

As a leader of Altfest Personal Management, Andrew has spearheaded a number of initiatives as part of his role to expand the firm, including organizing different practices focused on segments, launching private equity solutions, directing the firm’s Young Professionals group aimed at millennials, further formalizing investment processes, and introducing a new technology mandate, including digital planning, to enhance decision-making, client experience, and productivity.

Andrew joined the firm in 2003. He received his B.A. with honors in English from Cornell University and his MBA from Columbia University’s Graduate School of Business, where he served as head of The Honor Board. He has spoken at local universities, industry conferences and the American Association of Individual Investors, and has appeared in the press, including The Wall Street Journal, Bloomberg News, and Dow Jones Newswire.

Andrew is a member of the National Association of Personal Financial Advisors (NAPFA), and as chair of the NY chapter, he has strengthened its membership. He’s on the board of the Lower East Side Jewish Conservancy, mentors young advisors and NYU’s CFP students, and serves on the Junior Advisory Board of the NY Common Pantry.

In his free time, Andrew enjoys running, biking, new restaurants, traveling & learning about different cultures.

Douglas A. Boneparth
CFP®, AIF®
New York, NY
Firm
Bone Fide Wealth, LLC
Fee Structure
Fee-based
Biography

Early in his career, Douglas A. Boneparth became one of the youngest CERTIFIED FINANCIAL PLANNER™ professionals in the country. In 2016, he was named to the InvestmentNews Top “40 Under 40.”* He is also the co-author of The Millennial Money Fix (Career Press 2017), which helps Millennials learn the reasons for their financial challenges and provides the mechanics for their solutions. He serves as the CFP Board Ambassador for New York, educating the public about how financial planning with CFP® professionals can help people achieve their financial goals. There are only 50 certified financial planners honored with this distinction worldwide.

Douglas has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. While servicing the needs of his diverse book of business, he noticed a gaping hole in the industry: advice for Millennials, his peers.  So while everyone else was chasing old money to invest, Douglas started finding young people to invest in.

To bring financial literacy and empowerment to Millennials, Douglas conducts speaking engagements across New York City, including at the NYU School of Law and NYU Stern School of Business, and with partner organizations such as Experian, SoFi and CommonBond. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students. Douglas is a leading media source on Millennial finance, appearing on CNBC’s On The Moneyand Nightly Business Report, ABC’s World News Tonight and Good Morning America and Cheddar, as well as in The New York Times and The Wall Street Journal, among many others. Visit the press page for access to his featured videos and articles.

Ilan Folman-Cohen
New York, NY
Firm
Joel Isaacson & Co. Inc.
Biography

In 2006, Ilan Folman-Cohen graduated from Northeastern Univ. with a BS in Business Administration with concentrations in Management and Marketing. Shortly after​ he moved to NYC with $1,000 and immediately began working as a business-to-business salesman. After 3 months of bare bones living and sleeping on his brother's floor he was able to pay for an apartment and begin to sleep on his own floor. 

Next, Ilan began prioritizing the purchase of assets over goods. Over the next 3 years he independently studied personal finance and found a passion in teaching others about the topic. 

This led Ilan to start volunteering at The Financial Clinic, a 501(c)(3) non-profit organization that provides financial coaching to working poor families and individuals. He began working with The Financial Clinic full-time in 2010. During his time with The Clinic he provided financial coaching to 1500 individuals which included veterans, domestic violence survivors, families, students and staff in 4 Community Colleges and 5 Community Based Organizations. He presented on personal finance concepts and money theory countless times, was a VITA Certified tax preparer, and ran dozens of workshops on credit and asset building. 

In March of 2013 Ilan moved to the private sector and began working as a Financial Planner with Financial Asset Management Corporation, an independent fee-only financial planning firm in Manhattan. 

Currently, Ilan works at Joel Isaacson & Co. a fee-only financial and tax planning firm in Manhattan. He and his team provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation. 

Ilan is a CFP® professional, an active member of the Financial Planners Association (FPA), National Association of Personal Financial Advisors (NAPFA), and serve on the NY Chapter FPA Pro Bono Committee. 

Paul Mladjenovic
New York, NY
Firm
Prosperity Network
Biography

Paul Mladjenovic is a CFP, national seminar leader, author and consultant. Since 1981, his specialties have been investing, financial planning and home business issues. During those 30-plus years, he has helped thousands of students and readers build wealth through his nationwide seminars, workshops, conferences and coaching program.

Paul has written Stock Investing For Dummies (all four editions), Zero-Cost Marketing, Precious Metals Investing For Dummies, the Job Hunter’s Encyclopedia and the latest book, Micro-Entrepreneurship For Dummies. He has done many national seminars such as “The $50 Wealth-Builder,” “Ultra-Investing with Options” and the “Home Business Goldmine” among others. The full details on his (downloadable) financial & business start-up seminars are found at  www.RavingCapitalist.com.

He has been interviewed or referenced by numerous media sources such as Comcast, CNN, MarketWatch, Bloomberg, Futures Magazine, GoldSeek.com, Minyanville.com, FinancialSense.com and many more.

Paul was born in a communist country (Yugoslavia) and he came to the United States in 1963. This is why he refers to himself as a ”Raving Capitalist.” This background helps him understand the “big picture” so that he can provide better guidance and forecasts for his clients, students and readers.

Since 2000, he has built a reputation as an accurate economics and market forecaster. Paul’s long record includes accurate forecasts for the Housing Bubble, Energy crisis, the “great recession,” the rise of precious metals and much more.

As a writer, Paul is also the editor of the Prosperity Alert, a popular financial email newsletter. In addition, many have seen his articles and essays appear at popular financial websites and publications. Read more of Paul’s essays at his blog www.Mladjenovic.blogspot.com.

As a national speaker, Paul has done over  2,000  national seminars and  workshops since 1983.  He emphasizes a “two-pronged” approach to wealth-building. “Passive wealth-building” which means having your money work for you (with investing and financial strategies) and “Active wealth-building” strategies such as starting your own home business or other active business part-time activity.

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