Albert focuses on the retirement planning process and guiding families through the accumulation and distribution phases of retirement. Albert works with his clients to develop a comprehensive strategy covering all aspects of a family’s unique financial needs, including risk management. Albert positions himself as the family’s CFO.
Prior to joining Oxford Harriman & Company Albert held positions at Comerica Bank, Morgan Stanley, and JP Morgan Chase. Albert’s extensive industry experience provides a distinct perspective towards wealth management and client engagement. This experience allows Albert to custom tailor solutions for his clients. In addition to having extensive experience designing successful retirement plans, Albert is also is experienced in helping families transfer wealth efficiently, and avoiding probate.
Albert earned a BA from Michigan State University and an MBA from Wayne State University.
Additionally, Albert holds Series 7 and 66 securities registrations, as well as his life insurance license. Albert is also a CERTIFIED FINANCIAL PLANNER PROFESSIONAL.™
Albert and his wife, Andrea who is an educator have two daughters, Hannah and Cecelia. When not at work, the family enjoys traveling together and hanging out with their German Shorthaired Pointer, Hans. Albert also likes to play golf, guitar, and has a basic proficiency in the Russian language. Albert has volunteered at Henry Ford Hospice and Sandcastles, as well as the Michigan Weimaraner Rescue.
Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.