Ryan Halpern, CPA, CFP®, PFS
Ryan joined Brightworth in 2013 as a Financial Planner. He started his career at Ernst & Young, concentrating on the taxation of high-net-worth individuals. He continued his career on the tax team at a multi-family office, broadening his experience with individual tax, charitable, and estate planning. Ryan has focused several years on family wealth management, and he brings a unique perspective to the Brightworth team.
Ryan is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ practitioner, Personal Financial Specialist, and has earned the CFA Institute Investment Foundations™ Certificate. He received his Master of Accountancy and his Bachelor of Business Administration in accounting with honors from the University of Georgia.
Ryan’s articles on tax and other financial strategies have been published on CNBC.com, Kiplinger.com, in Financial Advisor magazine, and in the Atlanta Journal-Constitution. Ryan is a member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, the Financial Planning Association, and the Georgia Planned Giving Council. He is also a member of the University of Georgia Alumni Association.
Ryan, his wife, Stacey, their daughter, Hayden, and son, Miller, live in Atlanta with their Kerry Blue Terrier, Monty. Both Stacey and Ryan were born and raised in Atlanta and are proud supporters of the Atlanta Jewish community.