Gary Alt (AIF®, CFP®)

Gary Alt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

I do several things:

  • Help wealthy families structure assets to preserve wealth, save taxes and grow.
  • Planning for early retirement.
  • Retirement income planning.
  • Help business owners implement cost-effective retirement plans.
  • Help executives optimize their wealth growth though stock options, RSU and deferred compensation strategies.
  • Additional Information

    Gary is an Accredited Investment Fiduciary® and a CERTIFIED FINANCIAL PLANNER™ practitioner. He has been published and quoted in the Wall Street Journal, USA TODAY, MarketWatch and NASDAQ.com.

    Before co-founding Monterey Private Wealth, Gary co-founded Willow Ridge Capital Advisors, recognized as one of the top 500 wealth management firms in the nation according to Wealth Manager Magazine. Prior to forming Willow Ridge, he held numerous management and executive positions in the technology industry. As vice president and general manager at Polycom, he spearheaded the $339 million acquisition of an Israeli company traded on the NASDAQ and Tel Aviv stock exchanges.

    Gary graduated with a B.A. in Finance from the University of Wisconsin-Milwaukee and holds a Certificate in Financial Planning from the University of California Los Angeles extension.

    When he is not working with clients he enjoys many outdoor activities including the following experiences:

  • Sailed the Queen's Cup race from Milwaukee, Wisconsin to Grand Haven, Michigan with a time of approximately 14 hours - sailed overnight.
  • Earned his private pilot license.
  • Hiked to the summit of Mt. Whitney, the highest peak in the continental United States at 14,508 feet.
  • Scuba dived in Bora Bora and Taha'a French Polynesia.
  • Skiing in the Sierra and Rocky Mountains
  • NAPFA Start Date

    February 08, 2013

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    This Office

    4733 Chabot Dr Ste 206 Pleasanton, CA 94588-3973 Phone: (925) 462-8005