Megan Alpert, CPFA®
Driven by a profound passion for helping others, Megan Alpert’s goal is to be a shining star in the financial world. A gifted listener and natural collaborator, she founded Joy World Wealth Partners in 2023 to help clients cultivate positive money mindsets and bring peace, joy, and ease to the financial planning process.
Megan’s approach to holistic financial advice helps her clients dream big and define their goals. Once a client’s goals are clearly defined, Megan partners with them to create a plan considering the journey and destination. She presents all opportunities available and assists clients in making decisions that align with their highest purpose. Megan skillfully distills complex possibilities into clear financial plans and has formed true partnerships and deep connections with clients.
Megan is a seasoned financial services professional with over 20 years of experience in the financial services industry. Before founding Joy World, Megan was a financial advisor at Merrill Lynch. Megan rose through the ranks at Merrill, growing from an entry-level home office employee to client associate to solo practitioner throughout her impressive two-decade tenure. Always eager to help and inspire others, Megan shared her journey and mentored the next generation of the firm’s advisors as its Financial Advisor Training Program leader.
“In 2023, I took a leap of faith and founded Joy World Wealth Partners because I wanted the freedom and independence to bring greater focus to my clients and their unique needs. My goal is to bring clients closer to achieving their dreams. My team comprises missionaries and visionaries who believe in one-on-one attention and individualized guidance; each representative is an educated, warm, and dependable fiduciary when managing their client’s wealth.”
Megan holds prestigious designations as a CPFA-Certified Plan Fiduciary Advisor and the FINRA Series 7 and 66 securities registrations and has her Life and Health Insurance licenses. She earned a Bachelor of Science in Psychology from The University of Pittsburgh and is passionate about behavioral finance and the psychology of money.
Giving back to her community is a priority. Megan is active in her church, serving as a CCD instructor and lector at the Immaculate Conception Church. She also serves on the boards of The Greater Scranton Chamber of Commerce, DATS (Drug and Alcohol Treatment Services), Circle 200, and Spread Joy. Spread Joy is an initiative started by her late friend, which continues to be a source of inspiration for Megan and Joy World Wealth Partners. She is also very active in her local business community, having served as president of NAWBO (National Association of Women Business Owners) and The Century Club of Scranton. Megan is an impact member of The Scranton Area Community Foundation’s Women in Philanthropy. Some of her Honors include Champion of the NEPA Dancing with the Stars competition, and a finalist for Woman of Excellence. She’s also been featured in several local publications for her accomplishments.
Megan lives in the historic Hill Section of Scranton with her husband, Ryan, their two sons, Jack and Ben, and their daughter, Audrey. They also share their happy home with two Cavapoo dogs, Francine and Ricky.
With her uplifting approach to financial advice and her commitment to helping others, Megan is truly a bright light in the world of wealth management.