Edward Alferoff, CFP®, RICP®, ChFC®, WMCP®

Edward brings more than a decade of experience helping individuals across the country define their personal vision of financial success and implement strategies designed to support a lifetime of goals. He is known for delivering thoughtful, creative guidance and developing customized solutions aligned with each client's unique priorities.

 

As a CFP®, ChFC®, RICP®, and WMCP®, Edward is committed to lifelong learning and professional excellence. His advanced training allows him to provide integrated advice across retirement income strategies, investment management, and long-term wealth preservation.

 

He has built many client relationships through financial education workshops delivered nationwide, including corporate programs and virtual sessions. Edward is passionate about educating, motivating, and advocating for his clients so they can make confident, informed financial decisions.

 

He earned a Master of Science in Communications from Brooklyn College, strengthening his ability to explain complex financial concepts clearly and build lasting client relationships.