Altfest News
David Kressner Advises Investor's Business Daily
Article
David Kressner spoke with Investor’s Business Daily to outline how to assist your adult children without going broke yourself.
Help Adult Kids With Money The Smart Way | Investor’s Business Daily (investors.com)
Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
David Kressner, CFA, CFP
David advises clients to help them meet their financial goals and is responsible for research on sustainable investments for the firm. He has more than 25 years of extensive experience with investment research and managing portfolios of mutual funds, stocks, and bonds on behalf of individual investors. In addition to Altfest, David has also worked for JPMorgan and AssetMark.
David earned a BA in Economics from Emory University, holds the CFA and CFP® designations, and is a member of the CFA Institute and CFA Society New York.