Our People

Leadership

The foundation of great financial advice is built on trust, expertise, and lasting relationships.

Moshe Alpert

Moshe Alpert

CEO and Founder

CLU®, CFP®, ChFC®, RICP®, AEP®

Moshe Alpert has spent more than two decades advising individuals, families, and business owners on wealth management and financial planning strategies.

His approach combines disciplined investment management with comprehensive financial planning designed to help clients grow and protect their wealth over the long term.

He believes that trust, transparency, and long-term relationships are the foundation of great financial advice.

Uriel Alpert

Director of Business Development

As Director of Business Development & Recruitment at Ceremian Financial, Uriel works closely with our CEO and Founder, Moshe Alpert, along with our leadership team, to identify top talent and drive new business opportunities across the firm. He also oversees our marketing strategy, advisor training, and the development of a strong, performance-driven culture across our district offices.

As we continue to expand and strengthen our presence throughout Long Island, New York City, and New Jersey, we are always seeking to connect with ambitious, high-caliber professionals interested in joining a growing and forward-thinking organization.

Uriel Alpert

The Team

Get to know my dedicated team

Customer service is paramount. My staff appreciates a smooth and seamless customer experience. We hope to accomplish all outstanding tasks within 24–48 hours.

Andrew Malca

Andrew Malca

MBA, M.S.

Associate Financial Advisor

917-893-6731

andrew@ceremianfinancial.com
Etti Heisler

Etti Heisler

B.S.

Executive Assistant

917-893-6731

etti@ceremianfinancial.com
Shoshana Sturman

Shoshana Sturman

Administrative Assistant

516-418-5061

shoshana@ceremianfinancial.com
Mindy Leiber

Mindy Leiber

Wealth Management Assistant

609-828-7002

mindy@ceremianfinancial.com

Ceremian Financial

Ceremian Financial

A fiduciary financial Firm by Moshe Alpert. Advice built on experience. Wealth built for generations.

Vanderbilt Financial Group

Connect

718-644-1594

212 Beach 13th St, Suite 612

Far Rockaway, NY 11691

info@ceremianfinancial.com

Ceremian Financial by Moshe Alpert is a marketing name used for doing business as a representative of Vanderbilt Financial Group and its affiliates. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

The information provided on this website is for general informational purposes only and should not be construed as investment, tax, or legal advice, or as a recommendation to buy, sell, or hold any security. Past performance is not indicative of future results. All investing involves risk, including the potential loss of principal. Please consult with qualified legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest; the opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities and mutual fund orders can only be placed by phone or in person. Orders sent electronically—including via email, mobile, or other online platforms—will not be processed. Electronic communications sent to us constitute consent for two-way electronic communication. If you receive communications in error, please contact the sender immediately and delete all copies.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. Ceremian Financial is not a registered investment adviser, broker-dealer, or insurance agency.

Vanderbilt Financial Group (VFG) uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance ("ESG"), Socially Responsible Investing ("SRI"), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio.

For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Moshe Nison L. Alpert is primarily licensed in New York and may be licensed in other states. License Information: CA License: 0M21420. Certified Financial Planner Board of Standards, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States. Individuals who meet initial and ongoing certification requirements are authorized to use these marks.

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