Ryan Halpern, CPA, CFP®, PFS
Ryan Halpern is a Partner and Wealth Advisor at Brightworth where he develops and implements comprehensive financial strategies for high net worth and high income-earning individuals and families. 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 a number of 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 National Association of Personal Financial Advisors, the Financial Planning Association, the Georgia Planned Giving Council, and the University of Georgia Alumni Association. He also sits on the Board of Directors of the Fox Theatre in Atlanta.
Ryan, his wife, Stacey, their daughter, Hayden, and their 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. Ryan enjoys playing sports, traveling, and spending quality time with friends and family.