Burak Alpaslan, CFP®, AIF®, C(k)P®, CPFA®

Burak Alpaslan is an independent 3(38) investment fiduciary specializing in employer-sponsored retirement plans. His practice focuses on supporting business owners and plan sponsors as they navigate both retirement plan considerations and broader financial planning needs.

With more than 20 years of experience working with employer-sponsored retirement plans, Burak serves in a 3(38) fiduciary capacity, which includes discretionary responsibility for investment selection and monitoring on behalf of plan sponsors. His service model emphasizes ongoing engagement, including periodic education and review sessions for both plan sponsors and participants.

Burak has built and manages a Multiple Employer Plan (MEP) for mid-market employers and has worked with plans undergoing changes such as mergers, acquisitions, or spin-offs. In addition, for plan sponsor clients who are also business owners, he may coordinate with tax and legal professionals to address broader financial planning considerations, including personal wealth, estate, and succession planning.

Burak is a CERTIFIED FINANCIAL PLANNER® practitioner and holds a Retirement Planning Specialist designation from the University of Pennsylvania’s Wharton School of Business. He also serves as an Adjunct Lecturer at The Plan Sponsor University (TPSU) at Fordham Law School.

He holds a degree in civil engineering from Middle East Technical University and a master’s degree in economics and finance from Hacettepe University. His academic background reinforces a structured approach to evaluating retirement plan and financial planning considerations.

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