Juan Alberto Gonzalez
Investment adviser representative at Altfest Personal Wealth Management
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Altfest Personal Wealth ManagementJun 2024 to now
- Oak Street FundingNov 2021 to May 2024
- Opes Consulting, IncOct 2015 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Altfest Personal Wealth Management
Legal name: L.J. Altfest & Co., Inc.
$1.8BAssets managed
695Clients
19Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4089120
- Firm CRD
- 110130