Ryan Halpern (CFP®, CPA/PFS)

Ryan Halpern focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

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 Claritas® Investment 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 in Financial Advisor Magazine and 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.

Additional Information

Ryan and his wife, Stacey, 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.