Gary Alt, Aif®, Cfp®
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Gary Alt, Aif®, Cfp® Email & Phone Number

Partner and Managing Director at Creative Planning
Location: San Francisco Bay Area, United States 4 work roles 2 schools
2 work emails found @montereyprivatewealth.com 7 phones found area 925 and 831 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 7 phones

Work email g****@montereyprivatewealth.com
Direct phone (925) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Partner and Managing Director
Location
San Francisco Bay Area, United States
Company size
1946 employees

Who is Gary Alt, Aif®, Cfp®? Overview

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Quick answer

Gary Alt, Aif®, Cfp® is listed as Partner and Managing Director at Creative Planning, a with 1946 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at montereyprivatewealth.com, phone signal with area code 925, 831, and a matched LinkedIn profile for Gary Alt, Aif®, Cfp®.

Gary Alt, Aif®, Cfp® previously worked as Co-founder and Chief Financial Officer at Monterey Private Wealth, Inc. and Co-founder and Managing Partner at Willow Ridge Capital Advisors. Gary Alt, Aif®, Cfp® holds Financial Planning from University Of California, Los Angeles.

Company email context

Email format at Creative Planning

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*@montereyprivatewealth.com
71% confidence

AeroLeads found 2 current-domain work email signals for Gary Alt, Aif®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Gary Alt, Aif®, Cfp®

I primarily work with executives, business owners, entrepreneurs, as well as those I've helped transition into their next opportunity - including retirement. My work includes tax strategies, stock options strategies, compensation strategies, personal and portfolio risk management, exit strategies and whatever comes in their next phase of life.

Listed skills include Financial Advisor, Investments, Financial Advisory, Fiduciary, and 2 others.

Current workplace

Gary Alt, Aif®, Cfp®'s current company

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Creative Planning
Creative Planning
Partner and Managing Director
Monterey, CA, US
Website
creativeplanning.com
Employees
1946
AeroLeads page
Company profile
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4 roles · 28 years

Gary Alt, Aif®, Cfp® work experience

A career timeline built from the work history available for this profile.

Co-Founder And Chief Financial Officer

Current
Monterey Private Wealth, Inc.

Ca

We serve business owners, executives, families, and trusts - to preserve and grow wealth. Tax strategies, assessing and managing investment risks, cash flow planning, estate planning, etc.

Sep 2011 - Present

Co-Founder And Managing Partner

Willow Ridge Capital Advisors
Mar 2003 - Sep 2011

General Manager And Vp

Polycom
1999 - 2003 ~4 yrs
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

BH Brayden Harden Brayden Harden Colleague at Creative PlanningTopeka, Kansas, United States View → CT Cole Tripp Cole Tripp Colleague at Creative PlanningLeawood, Kansas, United States View → TM Tom Maclaughlin, Cfp® Tom Maclaughlin, Cfp® Colleague at Creative PlanningWaterford, New York, United States View → JE Judd Eberhart, Cfp® Judd Eberhart, Cfp® Colleague at Creative PlanningCincinnati, Ohio, United States View → BP Brett Pophal Brett Pophal Colleague at Creative PlanningMadison, Wisconsin, United States View → JP Jeff Pollard Jeff Pollard Colleague at Creative PlanningLees Summit, Missouri, United States View → DM Derec Mieden, Cfp®, Crps® Derec Mieden, Cfp®, Crps® Colleague at Creative PlanningMadison, Wisconsin, United States View → RO Rob Oldaker, Cmfc® Rob Oldaker, Cmfc® Colleague at Creative PlanningLenexa, Kansas, United States View → GI Gary Ingram Mba, Cfp® Gary Ingram Mba, Cfp® Colleague at Creative PlanningWashington Dc-Baltimore Area, United States View → JD Jordan Daniels Jordan Daniels Colleague at Creative PlanningWilmington, Delaware, United States View →
2 education records

Gary Alt, Aif®, Cfp® education

FAQ

Frequently asked questions about Gary Alt, Aif®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Gary Alt, Aif®, Cfp® work for?

Gary Alt, Aif®, Cfp® works for Creative Planning.

What is Gary Alt, Aif®, Cfp®'s role at Creative Planning?

Gary Alt, Aif®, Cfp® is listed as Partner and Managing Director at Creative Planning.

What is Gary Alt, Aif®, Cfp®'s email address?

AeroLeads has found 2 work email signals at @montereyprivatewealth.com for Gary Alt, Aif®, Cfp® at Creative Planning.

What is Gary Alt, Aif®, Cfp®'s phone number?

AeroLeads has found 7 phone signal(s) with area code 925, 831 for Gary Alt, Aif®, Cfp® at Creative Planning.

Where is Gary Alt, Aif®, Cfp® based?

Gary Alt, Aif®, Cfp® is based in San Francisco Bay Area, United States while working with Creative Planning.

What companies has Gary Alt, Aif®, Cfp® worked for?

Gary Alt, Aif®, Cfp® has worked for Creative Planning, Monterey Private Wealth, Inc., Willow Ridge Capital Advisors, and Polycom.

Who are Gary Alt, Aif®, Cfp®'s colleagues at Creative Planning?

Gary Alt, Aif®, Cfp®'s colleagues at Creative Planning include Brayden Harden, Cole Tripp, Tom Maclaughlin, Cfp®, Judd Eberhart, Cfp®, and Brett Pophal.

How can I contact Gary Alt, Aif®, Cfp®?

You can use AeroLeads to view verified contact signals for Gary Alt, Aif®, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Gary Alt, Aif®, Cfp® attend?

Gary Alt, Aif®, Cfp® holds Financial Planning from University Of California, Los Angeles.

What skills is Gary Alt, Aif®, Cfp® known for?

Gary Alt, Aif®, Cfp® is listed with skills including Financial Advisor, Investments, Financial Advisory, Fiduciary, Fiduciary Management, and Retirement Planning.

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