Gary E.D. Alt

Gary E.D. Alt

| CFP®, AIF®

Monterey Private Wealth, Inc.

Investment and Wealth Management in Pleasanton, CA and Monterey CA. Serving the Entire San Francisco Bay Area

Specialties

  • Investment Management
  • Wealth Management
  • Financial Planning
  • Free Initial Consultation
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients
  • Divorce Financial Planning
  • Unmarried and Same-Sex Couples

Our Other NAPFA Members

Visit Us

2340 Garden Road #202
Monterey, CA 93940

4733 Chabot Drive, Suite 206
Pleasanton, CA 94588

Gary Alt is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Financial advisor Gary Alt is a principal and co-founder of Monterey Private Wealth, and he is an Accredited Investment Fiduciary®  and CERTIFIED FINANCIAL PLANNER™ practitioner.  He has been interviewed and quoted in The Wall Street Journal and other publications on a variety of financial topics. 

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 by Wealth Manager magazine.   Prior to forming Willow Ridge, Gary 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 technology 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.