Woody Alpern, CPA is a co-founder and partner in both Capital Investment Advisors (CIA) and Capital Benefits Administration, Inc. Alpern advises CIA clients on a broad range of issues including taxes, personal finance, investing and real estate.
Alpern holds a Masters Degree in accounting with an emphasis in taxation from the University of South Carolina. In addition to being a CPA, Alpern is a Registered Investment Advisor and a licensed Life and Health insurance agent. He is a member of the American Institute of Certified Public Accountants and The Georgia Society of CPAs.
Alpern began his professional career with the accounting firm Touche Ross (now Deloitte & Touche) where he worked for eight years in the tax division specializing in pension planning and administration. In 1994 Alpern partnered with Michael Reiner to form Capital Investment Advisors and Capital Benefits Administration, Inc.
Alpern taught financial accounting at Georgia Perimeter College, and is frequently invited to speak to groups about personal finance issues. He co-hosted the financial talk radio show, Money Time for CNN radio and is a regular guest on NEWS/TALK 750 WSB-AM’s Money Matters program, which airs Sundays from 9am to 11am. Alpern has also written numerous financial newsletters and other consumer-related articles. Alpern is married and has two children. His hobbies include travel, karate, snow skiing, exercising and spending time on Lake Lanier with his family.
Capital Investment Advisors is an Atlanta-based fee-only investment management firm that specializes in retirement income planning. CIA currently manages more than $600 million in assets, making it one of Atlanta’s largest fee-only investment firms, according to the Atlanta Business Chronicle.
