Peri Ann Aptaker, Esq., CPA/PFS, CFP

Managing Director, KLR Wealth Management LLC

Peri’s energy and enthusiasm for helping her clients is what makes her such a great partner for Darwin Trust. Clients quickly gravitate to her positive approach and, with each discussion, she brings a unique perspective and understanding that makes her clients comfortable and at ease, even when discussing a sensitive situation.

For over 35 years, Peri continues to share her experience advising individuals and business owners with financial and strategic planning. She also advises high net worth families on estate and trust issues. Through the personal CFO services she provides, Peri helps her clients make smart decisions about their money that allows them to reach their goals and enjoy life.

Peri received her B.S. in Business Administration from the University of Massachusetts and her Masters of Science in Taxation from Bentley University. She received her Juris Doctor, cum laude, from Suffolk University Law School.

Peri is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Certified Public Accountants (RISCPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).  In addition, she is a member of the Financial Planning Association (RI Chapter), Rhode Island, Massachusetts and Florida Bar Associations, and the Institute of Certified Financial Planners.

“I love to get up early in the morning to greet a wonderful day! Each day I look for new and different ways to help my clients navigate through their financial issues.”
Peri Ann Aptaker

Why I’m so passionate about Darwin Trust

I value the approach we take as a true fiduciary, looking at our clients’ complete situations to help ensure we’re working in their best interest.c

How I define the Darwin Difference℠

The Darwin Difference is our holistic approach to doing what’s right by our clients.