Gary Alt
Wealth and tax strategist for execs and their families
- Role
- Partner Managing Director at Creative Planning
- Location
- Monterey, CA, US
- LinkedIn followers
- 500 followers
About Gary Alt
With over two decades of experience in advanced financial planning and wealth strategies,…
Experience
Partner Managing Director
Apr 2025 — Present · Monterey, CA, US
Advanced tax-saving strategies. Complete wealth management services including low-cost investment management, cash flow planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.
Education
University of California, Los Angeles
Financial Planning
University of Wisconsin-Milwaukee
Bachelors
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