Adam Yofan is the President of Alpern Wealth Management. As a Certified Public Accountant (CPA*) and Personal Financial Specialist (PFS) he brings a broad range of financial services and wealth management experience to clients in the areas of retirement income planning, tax efficient investing, and estate and legacy planning.
Prior to joining Alpern Wealth Management, Adam spent 12 years at Deloitte & Touche in Cincinnati, OH and Pittsburgh, PA, and five years at Smith Barney. His unique combination of tax, investment and estate planning knowledge and experience benefits high net worth clients and business owners and corporations seeking sophisticated strategies for the complex challenges they face. Adam is able to quickly and efficiently pull together the right team of financial specialists for each of his client’s needs, coordinating recommendations for wealth management and transfer strategies among a team of tax, legal, insurance and investment professionals.
Adam received his Bachelor of Science degree from Miami University of Ohio. He holds his FINRA Series 7, 31 and 63 securities registrations through LPL Financial, and holds his state Life and Variable Annuity Insurance licenses. Adam lives in Aspinwall, PA and has two children, Chloe and Eli. He is a graduate of Leadership Pittsburgh XIX.