Howard Alpern, CPA, PFS

Woody Alpern, CPA/PFS, co-founded our firm with Gerry Benjamin, also a CPA, in 2013, and serves as the firm's President. Mr. Alpern attended the University of South Carolina, (undergraduate and post graduate), on a full academic scholarship, graduating with honors, obtaining both a Bachelor of Accounting Degree and a Master's Degree in Accounting, emphasis Taxation, in 1986 and 1987.respectively. Mr. Alpern has over 27 years of experience in investment advisory, public accounting and other entrepreneurial ventures. Upon his completion of graduate school, Mr. Alpern joined the accounting firm of Touche Ross (later becoming Deloitte & Touche) where he obtained extensive additional training and experience working on complex tax research, consulting and compliance engagements for high net worth individuals as well as closely held and publicly traded companies. Mr. Alpern is a member of the American Institute and Georgia Society of Certified Public Accountants, the Personal Financial Specialists Division of the AICPA, and The American Society of Tax Resolution Specialists where he further earned the credential of Certified Tax Resolution Specialist ("CTRS"). Mr. Alpern serves on the Board of Trustees and as a member of the Allocations & Continuity Committee of the Jewish Federation of Greater Atlanta. For the year 2014, was proclaimed by Worldwide Who's Who "Executive of The Year Award, Representing The Financial Advisement Industry". Mr. Alpern enjoys educating others in the arena of financial planning, and has been a regular speaker on a variety of financial related topics at various events including those sponsored by Fortune 500 companies. Mr Alpern has taught financial accounting at the college level and has been a regular guest on multiple financial talk radio shows. Mr. Alpern co-founded what grew to be one of the largest fee only investment advisory firms in Atlanta. Since the firm's founding in 1996, the firm grew to well over $1 billion in assets under management. It was while serving his investment clients that Mr. Alpern took notice of additional client needs beyond the scope of personal portfolio management: tax preparation, tax planning & consulting, IRS representation & designing & administering employee benefit plans were also in constant demand by his clients. In order to address these needs, Mr Alpern also founded a leading Atlanta based tax & accounting CPA firm. In 2013 Mr Alpern divested his interest in his former investment advisory firm and his affiliated tax and accounting practice to co-found CPA Wealth Advisors, LLC. Mr. Alpern is an avid snow skier, scuba diver (Advanced Open Water Diver with PADI), actively fitness trains and enjoys spending time with his wife of 22 years, and two teenage daughters. Mr Alpern's true professional love is the investment advisory profession and teaching other professionals and clients on related investment and financial advisory topics. Mr. Alpern, along with firm co-founder Gerry Benjamin, co-hosts the firm's highly acclaimed financial talk radio show "The CPA Wealth Advisors", which airs every Sunday morning on News Radio 106.7 FM in Atlanta, Georgia.