I think trusting someone to manage your investments and financial plans is a huge decision.
If I asked my clients, I’d want them to say I’m reliable, responsive and knowledgeable: like a financial quarterback who rallies the team and calls the plays. I believe that comprehensive financial planning is about one-on-one relationships, and if you don’t connect with your advisor, you’ll never have the comfort level necessary to put the ball in their hands.
I’ve dedicated my entire career to being a financial planner, with over 20 years’ experience in the industry. This includes implementing financial planning strategies for individuals, families, retirees, small businesses, and executives. I love what I do.
At Gary Alpert & Associates, we recognize that wealth management is a serious business. We are cautious and thoughtful, always with an eye to your views and values. As a team, we offer high-touch, personalized service that strives to meet all your financial needs.
My promise to you is that I will personally oversee every detail of your financial plan. With my technical experience and comprehensive education, I hope to develop lifelong partnerships with clients and support them in all aspects of their financial journey.
When I’m not working, I enjoy traveling overseas to experience unique cultures and beautiful scenery. I’ve been to Cuba, Madagascar and Tajikistan, to name a few. I grew up in Brooklyn, New York, but have been in Atlanta since 1998. I’m dedicated to health and physical fitness, a die-hard University of Georgia Bulldogs fan, and love animals.
Education & Certification
- CERTIFIED FINANCIAL PLANNER™ professional
- MBA, University of Georgia, Terry College of Business
- BS in Economics, SUNY, Binghamton
- General Securities Representative, FINRA Series 7**
- Uniform Securities Agent, FINRA Series 63**
- General Securities Principal, FINRA Series 24**
- Registered Options Principal, FINRA Series 4**
- Municipal Securities Principal, FINRA Series Series 53**
**Securities registrations currently held with LPL Financial