Peri Ann Aptaker, Esq., CPA, CFP®
Managing Director
I love to get up early in the morning to greet a wonderful day! Each day I look for new and different ways to help my clients navigate through their financial issues. KLR provides me with all the best resources I need to take care of my clients. I wouldn’t change a thing!
Background
- Managing Director of KLR Wealth Management, LLC
- Over 35 years of experience advising individuals and business owners with financial and strategic planning
- Advise high net worth families on estate and trust issues
- Provides strategic succession planning to business owners
- Provide charitable gift planning to individuals and non-profits
- Former Chair of KLR’s tax and business valuation departments
Education
- Bachelor of Science in Business Administration, University of Massachusetts
- Masters of Science in Taxation, Bentley College
- Juris Doctor, cum laude, Suffolk University Law School
Professional
- American Institute of Certified Public Accountants (AICPA)
- Rhode Island Society of Certified Public Accountants (RISCPA)
- Massachusetts Society of Certified Public Accountants (MSCPA)
- Rhode Island, Massachusetts and Florida Bar Associations
- Financial Planning Association (RI Chapter)
- Institute of Certified Financial Planners
Community
- Temple Emanu-El, Member Endowment committee
- RI Convention Center Authority, Former Commissioner
- Jewish Family Service, Member Endowment Committee
- Centreville Bank, former Trustee