advisorsitrust

How do we know what to look for when we assess potential advisors for our network? We’re financial advisors ourselves.

With 50+ years combined in the financial industry, we know it from the inside. And that means we have informed opinions on who are the superior financial advisors out there – the ones we think you would want managing your money.

We’re Woody Alpern and Gerry Benjamin of CPA Wealth Advisors, LLC, and we’re highly experienced in investment and financial advice, focusing on wealth management, personal income, retirement, estate planning and tax strategy. We’re singularly committed to our clients’ financial well-being.

You may recognize us from our weekly radio show, “The CPA Wealth Advisors,” which airs every Saturday and Sunday morning on News Radio 106.7 in Atlanta. We focus on a no-nonsense approach to wealth management to help you reach your financial goals.

In our years in the financial advisory industry, we’ve come to see that not all financial planners operate equally. It can be hard to find advisors with high ethical standards, well-honed planning skills and the ability to really understand their clients’ objectives.

That’s the way how we operate our own business, and we believe you should be able to work with like-minded professionals. As long-time industry practitioners, we’ve personally developed a network of what we believe to be highly qualified professionals who want to work with you.

I am the co-founder and President of CPA Wealth Advisors, LLC. I have 29 years’ financial advisory experience from investments to taxation to entrepreneurship for high net worth individuals and publicly traded corporations.

I’m passionate about helping people navigate the world of finance. I frequently speak on financial topics at various events, including those sponsored by Fortune 500 companies. I’ve taught financial accounting and am co-host with Gerry Benjamin of the highly acclaimed weekly “CPA Wealth Advisors” financial talk show on News Radio 106.7 in Atlanta.

I graduated with honors from the University of South California, earning both a Bachelor of Accounting degree and a Master in Accounting (emphasis Taxation). After spending years at the accounting firm Touche Ross (which became Deloitte & Touche), I co-founded one of the largest fee-only investment advisory firms in Atlanta, growing assets to well over $1 billion. During this time, I saw the need for financial services beyond the scope of portfolio management, and in 2013 I co-founded CPA Wealth Advisors, LLC.

I’m 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 I was designated a Certified Tax Resolution Specialist. I serve on the Board of Trustees and as a member of the Allocations and Continuity Committee of the Jewish Federation of Greater Atlanta. In 2014, I was chosen by the Worldwide Who’s Who as “Executive of the Year Award, Representing the Financial Advisement Industry.”

I am the co-founder and Chairman of CPA Wealth Advisors, LLC. I have 35 years’ experience in delivering investment advice, portfolio management, practicing public accounting, principal investing, private equity, and advising on mergers, acquisitions and rendering restructuring advice. Along with Woody Alpern, I co-host the weekly “CPA Wealth Advisors” financial talk show on News Radio 106.7 in Atlanta.

I graduated from the University of Kentucky (Lexington) with a Bachelor of Science degree in Accounting, where I was named a Coopers & Lybrand Scholar.

I began my career with Ernst & Young in 1979. I went on to co-found a leading public accounting firm, followed by co-founding a healthcare venture management and development firm in 1991. I then served as Managing Director and Managing Partner for a number of mergers and acquisitions and private equity firms, before co-founding CPA Wealth Advisors, LLC.

I am a member of the American Institute and the Georgia Society of Certified Public Accountants, the Turnaround Management Association, the American Bankruptcy Institute and the Association of Insolvency and Restructuring Advisors.

I currently serve as the Vice Chairman of GreenSkly, LLC, a leading national financial technology firm, as well as serve on the Board of Trustees and the Executive Committee of Woodward Academy and as an Advisory Board member of the Gatton College of Business & Economics at the University of Kentucky, where I was recently inducted into the College’s Business Hall of Fame.