Alp Atabek, AIF

Alp’s family moved to Maryland when he was two years old, and he has been a proud Marylander ever since. After graduating from Catholic University with a B.A. in Accounting in 1983, he passed the CPA exam and opened a firm that focused on tax preparation and small business accounting in 1984. As luck would have it, Alp sublet office space from a prominent Bethesda financial planning firm; in hindsight, a decision that dramatically impacted his career. He came to enjoy the financial planning environment so much that in 1988, he also began offering his clients financial planning and investment management services. 

In 2000, he sold his CPA practice to focus his efforts on helping clients with their financial planning and investment management needs. With his tax practice, Alp felt he was always working on his clients’ pasts, whereas with financial and investment planning, he was able to guide people’s futures and really make an impact in their lives. Over the course of 35+ years, Alp has developed lasting partnerships with his clients, often spanning generations in families. 

As of December 2023, Alp and the AFS Financial Group team joined Trusted Capital Group (TCG) Advisors, a HUB International Company, to enhance its wealth management presence in the Mid-Atlantic region. Prior to joining the HUB | TCG team, Alp was recognized as a Leader’s and Chairman’s Level Advisor within Commonwealth Financial Network, distinctions attained by the top 3% of affiliated advisors, for over 30 years. As an Investment Advisor Representative with Commonwealth, Alp held the FINRA Series 7, Series 63, and Series 66 Securities Registrations. Currently, he holds the Accredited Investment Fiduciary (AIF) professional designation and the Certified Public Accountant (CPA) license (inactive). 

Outside of work, Alp cherishes his time with his wife and high school sweetheart, Karen, their two daughters, Natalie and Casey, and their Atabek coterie of dogs. He is also an avid cyclist.