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Value Enhancement: Financial Planning for Wellness
Manage episode 331877023 series 3294026
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Edward Alferoff
This week Stephanie Rodin chats with her guest, Edward Alferoff. The two chat about the passion and purpose that Edward finds in financial planning, finding solutions and providing wellness and protection for the clients of Vital Planning Group.
In this episode, we discuss:
- How Edward transitioned into financial services
- What services Vital Planning Group offers, and how it provides solutions and wellness
- How financial planning helps people to navigate the challenges of life, and the passion Edward has in providing protection for his clients
- The question that Edward always asks, and how it gives him the opportunity to help people get through tough situations and make their lives better
- What Edward does to keep a work-life balance, and how the pandemic affected the way it works
- Edward’s inspiring definition of success
- What challenges Vital Planning Group comes across, and what they do to construct a plan for success and peace of mind
Edward Alferoff is a Senior Partner with Vital Planning Group, a Financial Planning Firm located in New York, NY. Vital Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Edward may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.
Edward has 19 years of experience and has spent more than a decade helping physicians quantify their personal vision of financial success and developing integrated strategies to help them meet their financial goals. He met most of his clients while presenting financial education workshops throughout the New York Metro area including— Corporate Education and Financial Literacy for Medical Residents and Fellows. He enjoys educating, motivating and advocating for his clients to make prudent financial decisions. A cornerstone of Edward’s practice is his commitment to lifelong learning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Certified Professional and earned the Retirement Planning Specialist certificate from the University of Pennsylvania’s Wharton School of Business. He earned a Master of Science from Brooklyn College. In his spare time, he loves spending time with family and friends, traveling and working out.
Website: https://www.vitalplanning.com/
LinkedIn: https://www.linkedin.com/company/vitalplanninggroup/
Facebook: https://www.facebook.com/VitalPlanning/
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