Our History

CPA Wealth Advisors, LLC, co-founded by Gerry Benjamin and Howard "Woody" Alpern, both CPAs with over 50 years of combined investment and financial advisory experience, knows how important it is to have qualified CPA advisors assisting our clients in establishing and achieving their personal financial income, retirement, and wealth planning goals and objectives.

We know first-hand that tax planning strategies play a vital role in optimizing virtually every aspect of our clients' financial planning & investing results, including critical budgeting, income tax, estate planning, retirement planning, education planning, insurance planning & planning for key milestones and contingencies in your life. We believe our backgrounds and expertise as CPAs allow us to provide valuable insight when helping our clients choose the financial professional that will assist them with every aspect of their financial lives.