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Gary Alpert, CFP®
Financial advisor seeking to help executives and business owners build confidence and wealth in retirement
Gary Alpert is a Certified Financial Planner (CFP®) and the Principal Financial Advisor at Gary Alpert & Associates, based in Atlanta, Georgia. He specializes in creating custom financial strategies for individuals and families, focusing on both immediate and long-term financial objectives. His expertise encompasses various areas including comprehensive financial planning, retirement planning, estate planning, and investment management.
In addition to his advisory role, Alpert is actively involved in community service as the President of the Rotary Club of Woodstock, Georgia, where he participates in charity projects throughout the year.13 His approach to financial planning emphasizes the importance of risk management and a disciplined investment strategy tailored to clients' unique financial goals and risk tolerances.12
Alpert's LinkedIn profile highlights his commitment to helping clients navigate their financial journeys and achieve their aspirations through personalized financial advice and ongoing support.3
