KLR Leadership

Peri Ann Aptaker, Esq., CPA
  • Peri Ann Aptaker, Esq., CPA/PFS, CFP
  • Director Wealth Management
  • vcard

Experience

  • Over 20 years of experience in the public accounting field
  • Qualified expert witness in Rhode Island State and Federal courts.

Education

  • Bachelor of Science in Business Administration, University of Massachusetts
  • Masters of Science in Taxation, Bentley College
  • Juris Doctor, cum laude, Suffolk University Law School

Professional

  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Institute of Business Appraisers
  • National Association of Certified Valuation Analysts
  • Financial Planning Association (RI Chapter)
  • Rhode Island, Massachusetts & Florida Bar Associations member
  • Rhode Island Estate Planning Council
  • RISCPA Business Valuation Committee

Community

  • Jewish Federation of Rhode Island, strategic task force member
  • Rhode Island Public Radio, treasurer and board member
  • Jewish Family Service, board member