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Insurance Advisors, LLC

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Peri Ann Aptaker, Esq., CPA

Partner

Experience

Managing Director of KLR Wealth Management, LLC
Over 40 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
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)
Florida Institute of Certified Public Accountants (FICPA)
Rhode Island, Massachusetts and Florida Bar Associations
Institute of Certified Financial Planners

Community

Temple Emanu-El, member Endowment committee
Jewish Family Service, Member Endowment Committee
Centreville Bank, former Trustee

"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!"

"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!"