Ryan Halpern, CPA, CFP®, PFS

Wealth Advisor

Wealth Advice

Ryan’s experience with high net worth families in public accounting and in a multi-family office setting allows him to offer clients individualized guidance in navigating the complexities of their financial lives.

Ryan joined Brightworth in 2013 as a financial planner. He started his career at Ernst & Young, concentrating on 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, 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, and their daughter, Hayden, 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, cooking, listening to music and spending quality time with friends and family.

 


Authored Content

With stocks at record highs, invest year-end bonus wisely

With stocks at record highs, invest year-end bonus wisely. Many professionals and business executives are in the midst of receiving their 2016 performance bonuses, and plenty will receive hefty six-figure checks. But as they search for the best way to prudently invest this money, many are wary of plunking down such a large amount in a stock market at all-time highs.

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