Peri Ann Aptaker, Esq., CPA/PFS, CFP®: A Member of KLR's Leadership Team

About Us

KLR Leadership

Peri Ann Aptaker, Esq., CPA/PFS, CFP®

Shareholder, Director Wealth Management

Working at KLR . . .

I love to get up in the morning and be the first one in the office! Each day I look for new and innovative ways to help my clients navigate through their financial issues. KLR provides me with all the best resources I need to take care of my clients. I wouldn’t want to work anywhere else!

  • Experience & Education
  • Professional
  • Community
  • Over 30 years of experience in the public accounting field
  • Chair of the Business Valuation and Litigation Support Group
  • Managing Director of KLR Wealth Management, LLC
  • Provides Personal CFO services to individuals and closely-held companies
  • Qualified expert witness in Rhode and Massachusetts state and Federal courts.
  • Chair of the Women's Business Exchange

Education

  • Bachelor of Science in Business Administration, University of Massachusetts
  • Masters of Science in Taxation, Bentley University
  • Juris Doctor, cum laude, Suffolk University Law School
  • American Institute of Certified Public Accountants (AICPA)
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • National Association of Certified Valuators and Analysts
  • Financial Planning Association (RI Chapter)
  • Rhode Island, Massachusetts and Florida Bar Associations
  • Cardozo Society, Jewish Alliance of Greater Rhode Island, member
  • Centreville Bank, corporator
  • Beledi Dance Company, advisory board member
  • Execuitve Women's Golf Association, past board member
  • Rhode Island Public Radio, past treasurer and board member
  • Jewish Family Service, past board member, past president
  • Rhode Island Jewish Historical Association, past board member
  • Partnership for Philanthropic Planning, past president
  • Blue Cross/Blue Shield of RI, past corporation member
  • United Way of RI, past professional advisory council member