Dawn Brown is a senior financial analyst at Alfest Personal Wealth Management, New York, NY.
Areas of Expertise: retirement planning and college planning
Topics Presented in Speeches: "Roth IRAs: To Convert or Not;" "Getting the Most Out of Your Money;" "Scale Retirement Heights;" and "Building Your Assets"
Dawn Brown is a senior financial advisor at Altfest Personal Wealth Management and has been helping clients with their retirement planning and other financial planning questions since joining the firm in 2002. She brings to her work a deep understanding of IRAs and qualified retirement plans, as well as college planning.
Prior to joining Altfest, Brown worked in accounting for British Airways. A native of Birmingham, England, she received her BA with honors from Birmingham City University (formerly Birmingham Polytechnic). She is a graduate of Pace University's Financial Planning Program, a CFP licensee and a member of the Financial Planning Association.
Brown has appeared in many media publications, including The Wall Street Journal, Money, Black Enterprise, the New York Daily News and Better Homes and Gardens. She has also appeared on the Black Enterprise Business Report.
Articles by this Author
Financial Planning »
Coordination is important, since gifting can impact a grandchild’s ability to get financial aid and have tax consequences.
July 2010 | Journal