Ryan Halpern, CPA, CFP®

Ryan Halpern, CPA, CFP®

Wealth Adviser, 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

3 Ways to Avoid a Big Fat Tax Surprise in April
A woman bites her lip in regret.
tax planning

3 Ways to Avoid a Big Fat Tax Surprise in April

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 of…
September 2, 2021
Planning to Retire in 3 Years? Here’s What Senior Level Executives Need to Do Now
A woman looks at a computer skeptically.
retirement planning

Planning to Retire in 3 Years? Here’s What Senior Level Executives Need to Do Now

From deferred compensation and stock options to backdoor Roths and long-term care insurance, there’s a lot to think about before you get your gold wat…
March 19, 2021
Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
A pair of hands hold a bundle of money tied with a red ribbon.
investing

Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?

What is dollar cost averaging, and when you have a significant windfall to invest, which method is better for you: dollar cost averaging vs. a lump su…
February 17, 2021
Your ‘Retirement Number’ Took a Hit. Now What?
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Making Your Money Last

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

If you had a solid plan in place on before the downturn hit, it should still carry you through ... provided you don't do anything crazy in the meantim…
April 24, 2020
Final Year-End Financial Steps to Get the Most from Your Money
retirement

Final Year-End Financial Steps to Get the Most from Your Money

Even if time's too short to take full advantage of some of these moves this year, you can still position yourself to be better off in 2020.
December 4, 2019