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Burak Alpaslan, CFP®, AIF®

Burak Alpaslan, CFP®, AIF®

Co-Founder | Partner

Burak combines his own experience as an entrepreneur with his knowledge of financial planning to help business owners with the many opportunities and challenges they face both personally and professionally. He works 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. He also provides Educational Workshops for his business clients and their employees.

Burak earned the CERTIFIED FINANCIAL PLANNER™ professional designation and the Retirement Planning Specialist certificate from the University of Pennsylvania’s Wharton School of Business. He earned a civil engineering degree from the Middle East Technical University and a master’s degree in economics and finance from Hacettepe University in Ankara, Turkey.

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