Gary E.D. Alt AIF®, CFP®

To schedule a 30-minute introductory phone call with Gary please click here: Schedule a call now

 

Gary Alt is a financial advisor and co-founder of Monterey Private Wealth.  Gary is an Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™ practitioner.

Gary focuses on the needs of professionals, business owners and executives.  He has expertise in executive compensation including stock options and deferred compensation, retirement plans for professionals and transition planning for business owners and the unique concerns of affluent families.

He has been published in and quoted by The Wall Street Journal, CBS News MoneyWatch, and other major publications on a variety of financial topics, and contributes financial articles to the Pleasanton Weekly

Before co-founding Monterey Private Wealth, Gary co-founded Willow Ridge Capital Advisors, recognized as one of the top 500 wealth management firms in the nation according to Wealth Manager magazine.  Prior to forming Willow Ridge, he held numerous management and executive positions in the technology industry.   As vice president and general manager at Polycom, he spearheaded the $339 million acquisition of an Israeli company traded on the NASDAQ and Tel Aviv stock exchanges.

Gary graduated with a B.A. in Finance from the University of Wisconsin-Milwaukee and holds a Certificate in Financial Planning from the University of California Los Angeles extension.

He is Vice-chair of Finance for the Stanford ValleyCare Charitable Foundation.  He previously served as president of the Rotary Club and Rotary Club Foundation.  As a scoutmaster in the Boy Scouts of America, he served as a high adventure leader and as a mentor to those working toward the rank of Eagle Scout. He also worked closely with the chiefs of the local Police Department and Fire Departments to develop a leadership program the chamber of commerce.

When he is not working with clients he enjoys many outdoor activities.  A few of his other outdoor adventures include:

  • Sailed the Queen's Cup race from Milwaukee, Wisconsin to Grand Haven, Michigan with a time of approximately 14 hours - sailed overnight.  The Queen's Cup trophy is one of the world's oldest cups in world yachting still in competition today.  
  • Earned his private pilot license.
  • Hiked to the summit of Mt. Whitney, the highest peak in the continental United States at 14,508 feet.
  • Scuba dived in Bora Bora and Taha'a French Polynesia.
  • Skiing in the Sierra and Rocky Mountains

 

ARTICLES AUTHORED OR QUOTED IN:

USA TODAY: Why a losing stock market can be a win for investors

The Wall Street JournalThe New ABCs of Mutual Funds

The Wall Street JournalClients Turn to Medicaid Trusts as Costs Soar

NASDAQ.com: When Should You Begin Collecting Social Security?

USA TODAY: What to do when behind on retirement savings

USA TODAY: What credit score do I need to refinance?

MarketWatch: A realistic debt-reduction plan for retirement

Wall Street Journal:  Getting Clients to Budget, Cut Spending

 

My Profiles:

My NAPFA Profile

My CFP Profile

My AIF Profile

My LinkedIn Profile