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Burak Alpaslan, CFP®, AIF®, C(k)P®

Burak Alpaslan, CFP®, AIF®, C(k)P®

Co-Founder | Partner

Burak combines his own experience as an entrepreneur with his knowledge of financial planning to help business owners and plan sponsors with the many opportunities and challenges they face both personally and professionally.

He works with business owners to help them create, manage, and protect family wealth. He partners with their tax and legal advisors to put together estate planning strategies to pass their wealth to the next generations and create a future legacy in a tax-efficient manner. Burak provides strategic financial advice at all stages of business ownership including succession and transition strategies for their business.

Over the course of twenty years, Burak has committed himself to understanding, and effectively supporting the needs of employer sponsored qualified plans. He has the expertise to make recommendations that removes obstacles and limitations on plan effectiveness, that avoids unnecessary risks and reduces unnecessary costs and associated fees. With a model that supports an on-going service, Burak provides education and reviews for both plan sponsors and participants throughout the year resulting in improved participant outcomes and compliant plans.

Burak, is a highly sought after financial planner, holding both the AIF and C(k)P designations, enhancing his expertise in investment management and retirement planning. He is also a credentialed CERTIFIED FINANCIAL PLANNER™ and a Retirement Planning Specialist from the University of Pennsylvania’s Wharton School of Business. With a civil engineering degree from the Middle East Technical University and a master's in economics and finance from Hacettepe University, Burak brings a unique blend of analytical skills and financial expertise to his practice, offering clients a full scale of comprehensive guidance.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ. California Insurance License #:   0F10204