Peri Ann Aptaker, Esq. , CPA, PFS, CFP®
Partner, Director KLR Wealth Management
"I love to get up in the morning and be the first one in the office! Each day I look for new and innovative 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 want to work anywhere else!"
Background
Experience:
- Over 30 years of experience in the public accounting
- Chair of the Business Valuation and Litigation Support Group
- Managing Director of KLR Wealth Management, LLC
- Provides Personal CFO services to individuals and closely-held companies
- Qualified expert witness in Rhode and Massachusetts state and Federal courts
- Chair of the Women's Business Exchange
Education:
- Bachelor of Science in Business Administration, University of Massachusetts
- Master of Science in Taxation, Bentley University
- 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)
- National Association of Certified Valuators and Analysts
- Financial Planning Association (RI Chapter)
- Rhode Island, Massachusetts and Florida Bar Associations
Community
- Cardozo Society, Jewish Alliance of Greater Rhode Island, member
- Centreville Bank, corporator
- Beledi Dance Company, advisory board member
- Executive Women's Golf Association, past board member
- Rhode Island Public Radio, past treasurer and board member
- Jewish Family Service, past board member, past president
- Rhode Island Jewish Historical Association, past board member
- Partnership for Philanthropic Planning, past president
- Blue Cross/Blue Shield of RI, past corporation member
- United Way of RI, past professional advisory council member