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Peri Ann Aptaker, Esq. , CPA, PFS, CFP®

Partner, Director 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