Ryan Halpern, CPA, CFP®, PFS

Partner | 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

Your ‘Retirement Number’ Took a Hit. Now What?

While most of the country focuses on staying healthy and safe during the current pandemic, it’s hard to escape the real economic impact all of this has taken. The general age group most susceptible to the health dangers of COVID-19, people 60 years old and older, and includes many Americans who are nearing retirement. The recent stock market volatility has, in most cases, hit their portfolios.

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Bonuses Only Come Once a Year. How Will You Use Yours?

Bonus checks will begin arriving during the next few weeks for millions of corporate executives and managers countrywideWhile most people have anticipated this cash windfall, too many don’t have a clear plan on how to best save, invest and spend this money.

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