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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:

  • 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
  • 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)
  • Rhode Island, Massachusetts and Florida Bar Associations
  • Financial Planning Association (RI Chapter)
  • Institute of Certified Financial Planners
 

Community

  • Centreville Bank, Trustee
  • Temple Emanu-El, member Endowment committee
  • RI Convention Center Authority, Commissioner
  • Jewish Family Service, Member Endowment Committee
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