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.

Shlomo Peretz

Director of Business Development

J.D.

As Director of Business Development & Recruitment at Ceremian Financial, Shlomo 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.

Shlomo Peretz

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.malca@nm.com
Etti Heisler

Etti Heisler

B.S.

Executive Assistant

917-893-6731

etti.heisler@nm.com
Shoshana Sturman

Shoshana Sturman

Administrative Assistant

516-418-5061

shoshana.sturman@nm.com
Mindy Lover

Mindy Lover

Executive Assistant

(732) 575-4641

mindy.lover@nm.com

Ceremian Financial

Ceremian Financial

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

Northwestern Mutual Wealth Management Company

Connect

718-644-1594

445 Central Ave, Ste 204

Cedarhurst, NY 11516

info@ceremianfinancial.com

Ceremian Financial by Moshe Alpert is a marketing name used for doing business as a representative of Northwestern Mutual Wealth Management. 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 a qualified professional before making any financial decisions.

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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (offering life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services, registered investment adviser, broker-dealer, and member FINRA and SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services, a federal savings bank). NM and its subsidiaries are headquartered in Milwaukee, WI.

Moshe Nison L. Alpert uses Ceremian Financial as a marketing name for doing business as a representative of Northwestern Mutual. Ceremian Financial is not a registered investment adviser, broker-dealer, insurance agency, or federal savings bank. Moshe Nison L. Alpert is a District Agent of NM, an Agent of NLTC, a Registered Representative of NMIS (for investment brokerage services), and an Advisor of NMWMC (for investment advisory services). Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities, financial advisors, and representatives. Financial advisors, representatives, and their staff may not represent all entities listed or provide all products or services discussed. Availability of products and services varies by state. Not all Northwestern Mutual representatives are Advisors; only those with the title "Advisor" or who disclose their NMWMC status are credentialed to provide investment advisory services.

For information regarding Northwestern Mutual Wealth Management Company, its services, fees, and potential conflicts of interest, refer to the applicable disclosure brochures before investing. To obtain copies of these brochures, contact your representative.

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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