As a CERTIFIED FINANCIAL PLANNER® professional, Albert’s approach with every client is to understand what their goals are and develop comprehensive strategies that are tailored to help them pursue those goals.
Albert, along with fellow CERTIFIED FINANCIAL PLANNER® professional Holden Varvel, client relationship manager Shannon Wilson, and practice coordinator Lindsey Sullivan, work as a team to provide a personalized approach to each of their clients and their unique situations. They focus on working with individuals, families and business owners who are preparing for and living in retirement, and partner with other professionals to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning. To better serve clients with complex financial needs, Albert continuously pursues knowledge and education in his field, and has obtained the CFP® certification and ChFC® professional designation.
Prior to joining Raymond James, Albert worked as a financial advisor at Edward Jones, as a consultant on the capital markets and fixed income teams of Navigant Consulting and Actualize Consulting, and as an account manager at Freddie Mac managing the Bank of America relationship. He graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science degree in accountancy and Bachelor of Science degree in Finance.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.