Andrew Alter has been a trusted expert in the financial world as a Certified Public Accountant since 1998. He began his career as an auditor for KPMG before joining Alter Associates, where he became a partner in 2001. Demonstrating his passion for client-focused service, Andrew later founded Alter Financial Group, LLC—a full-service accounting firm dedicated to addressing the unique needs of individuals and businesses.
In 2011, Andrew expanded his practice to include financial advisory services by founding Alter Wealth Management, LLC, and he now collaborates with Forum Financial as a Financial Advisor. Specializing in strategic tax planning, Andrew focuses on optimizing opportunities for his clients’ current and future financial landscapes. His dedication to continuing education ensures he remains at the forefront of industry developments, attending seminars led by some of the nation’s most respected economic thought leaders.
Andrew holds the esteemed certifications of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER®, Personal Financial Specialist, and Chartered Global Management Accountant. He has also served on the AICPA’s National CPA Financial Planning Insights Panel, demonstrating his contributions to thought leadership in the field. Andrew is an active member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and specialized AICPA sections, including Tax and Personal Financial Planning.
Beyond his professional accomplishments, Andrew is deeply involved in his community. He serves on the Board of Unique Melodies Inc., a nonprofit organization founded by his teenage son that provides music therapy to individuals with special needs. At home, Andrew resides in Marlboro, NJ, with his wife and three children. In his free time, he enjoys playing the drums, listening to music, and watching sports.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks, CERTIFIED FINANCIAL PLANNER®, in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
