CONSORTIUM MEMBER SINCE 2014

Gary Alpert

CFP®

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770-353-6356
Fax  |  770-353-6338
Mobile  |  404-213-9645
E-mail  |  gary@garyalpertandassociates.com
www.garyalpertandassociates.com


Member Profile

Client Vision

Gary has dedicated his entire career to being a financial planner, with over 16 years of experience in the industry. This includes implementing financial planning strategies for individuals, families, retirees, small businesses, and executives. With his experience and his comprehensive education in the industry, Gary hopes to develop lifelong partnerships with clients where he can help with all aspects of their long-term financial situation.


Areas of Expertise

 

  • Financial Planning
  • Investment Management
  • Employee Benefits Analysis
  • Retirement Planning
  • Insurance Planning

Education/Certification

 

  • CERTIFED FINANCIAL PLANNERâ„¢ 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

Outside The Office

Gary enjoys traveling overseas in order to experience unique cultures and beautiful scenery. He is also dedicated to health and to physical fitness; spending time at the gym but also getting out for scenic hikes. Gary loves animals and has two cats, Duster and Archie.



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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.