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Broker Check

412-224-2235

 

Team

 

Adam Yofan is the President of Alpern Wealth Management. As a Certified Public Accountant (CPA*) and Personal Financial Specialist (PFS) he brings a broad range of financial services and wealth management experience to clients.

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As Alpern Wealth Management’s Client Service Associate, Mary Lyn Saly strives to ensure that each and every client receives the most prompt and beneficial service.

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Monica Kovacs

Client Service

412-224-2235

412-904-4168

Monica Kovacs, a Pittsburgh native, is a financial administrative professional with over 20 years of experience and has been with Alpern Wealth Management since the beginning of 2016.

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