Ryan Halpern, CPA, CFP®

Ryan Halpern, CPA, CFP®

Wealth Adviser, CI Brightworth

Ryan Halpern 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. Currently he focuses on advising corporate professionals and executives with their personal finance and investments.

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 National Association of Personal Financial Advisors and the American Institute of Certified Public Accountants.

Phone: 404.760.9000 | E-mail: ryan.halpern@brightworth.com | Website: www.brightworth.com

Latest articles by Ryan Halpern, CPA, CFP®

A woman bites her lip in regret.

3 Ways to Avoid a Big Fat Tax Surprise in April

tax planning High-earning executives getting stock awards and bonuses in 2021 need to be prepared for the tax bills that will come with them. Here’s how to head off a tax nightmare.

tax planning