Founder: WealthPoint Financial

Albert grew up watching his educated, immigrant parents work incredibly hard yet still struggle with money.  Simply put, they had never been taught the basics of money management. There were no financial advisors in their corner and no roadmap, just sacrifice and, unfortunately, many mistakes. That experience planted a seed in him that took decades to fully bloom.

After more than 25 years in management consulting, private equity, and corporate leadership, he now professionally does what he has spent much of his life doing: helping others make sound financial decisions. Financial independence has given Albert something most advisors never have: the freedom to choose his clients, provide advice without conflicts of interest, and build a practice centered entirely on service.

Albert’s proudest accomplishment is his family.  He has been married to his wonderful wife and life partner for over two decades, and together they are raising three amazing teenagers who remind him every day why financial clarity and intentional living matter.  The values he instills in them - discipline, generosity, long-term thinking - are the same ones he brings to every client relationship.

Albert is more than a financial planner or investment advisor. He is a coach, a mentor, and an educator. His clients don't just get a portfolio strategy, they get a partner who has lived the journey, made real financial decisions with actual stakes, and understands that wealth is a tool, not a destination.

Whether you're building towards independence, navigating a major life transition, or trying to make sense of a complex financial situation, Albert is here to walk alongside you, in English or Spanish, with the same committed guidance he wishes his parents had.

 That is what WealthPoint Financial is at its core: Financial Clarity, Simplified.