Kenneth Alter is Managing Director of Planning Alliance LLC, a New Jersey-based risk and wealth management firm. His practice focuses on business and estate planning for owners and executives of middle-market companies and ultra-affluent families. Specific areas of specialty include, but are not limited to, advanced estate planning for domestic and international families, business continuation planning, insurance and wealth management, qualified and non-qualified plan design, and transaction advisory services for companies planning for eventual ownership succession. Kenneth serves on Planning Alliance’s Investment Committee and Board of Directors.
In 2023, Forbes ranked Kenneth as one of the Top 10 financial security professionals in the United States and Top 2 in New Jersey. He is a highly sought speaker on a variety of topics and actively represents the financial services community and its clients on legislative and regulatory issues that come before Congress.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 50 Tice Blvd, Woodcliff Lake, NJ 07677. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (973) 244-4420. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. PAS is a member FINRA, SIPC. *This award is endorsed but not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List [2022] is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.