Broker Check
Edward Alferoff, CFP®, RICP®, WMCP®

Edward Alferoff, CFP®, RICP®, WMCP®

Co-Founder | Partner

Edward has spent more than a decade helping individuals quantify their personal vision of financial success and developing integrated strategies to help them meet a lifetime of financial goals. He provides creative professional advice and knowledge that leads to the implementation of customized solutions.

A cornerstone of Edward’s practice is his commitment to life-long learning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Planning Specialist and licensed for Property and Casualty. Edward has met most of his clients while presenting Financial Education Workshops throughout New York including Corporate Education. He enjoys educating, motivating and advocating for his clients to make informed financial decisions. He earned a master of science degree in communications from Brooklyn College.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ. California Insurance License #:   0F37729