Gary E.D. Alt AIF®, CFP®
Gary Alt is a financial advisor and co-founder of Monterey Private Wealth. Gary is an Accredited Investment Fiduciary®, CERTIFIED FINANCIAL PLANNER™ practitioner, and a member of the Exit Planning Institute.
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 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 currently President of his Rotary Club's Foundation, and previously served as club president. He is a trustee for the ValleyCare Hospital Charitable 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 including running, camping, hiking and cycling.