Gary Alpert
Financial advisor seeking to help executives and business owners build confidence and wealth in retirement
- Role
- Principal, Financial Advisor at Gary Alpert Financial Strategies
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Gary Alpert
Since 1998, I have worked with individuals, families, business owners, retirees, and…
Experience
Principal, Financial Advisor
Gary Alpert Financial Strategies
Dec 2014 — Present · Atlanta, GA, US
I help individuals and families pursue their immediate and long-term objectives by creating custom financial strategies. My areas of expertise include educational planning, risk management, tax-efficient investment planning, retirement income planning and estate planning. I will also team up with other experts such as attorneys and CPAs to ensure that the entire financial picture is understood.Securities offered through LPL, Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to the contact section above.Investment advice offered through IFG Advisory, a registered investment advisor. IFG Advisory and Gary Alpert & Associates are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: GA, CA, CT, DC, FL, IL, IN, KY, LA, MD, MI, MN, MO, NC, NV, NY, PA, SC, TN, TX, WI
Education
University of Georgia - Terry College of Business
MBA, Finance
1996 — 1998
Skills
- Retirement Planning
- Strategic Financial Planning
- Employee Benefit Analysis
- Risk Management/Insurance
- Investments
- Retirement Income Strategies
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