Lawrence M Albert

I have been a financial advisor since 2011 after spending more than 20 years as a human resources and employee benefits executive within both the private and nonprofit sectors, with a focus on retirement plans and compensation. I have worked as a financial coach with Wings for Widows since 2022 and also provide pro bono financial coaching for cancer patients. I am a CERTIFIED FINANCIAL PLANNER professional and earned an MBA in finance from Boston University. I also hold life, accident, and health insurance licenses and am an Accredited Investment Fiduciary. The most fulfilling aspect of my job is when I feel that I have truly earned the trust of my clients and have made a difference in their lives. My practice spans the entire spectrum of wealth management and retirement consulting, although my area of specialty is developing written financial plans and assisting pre-retirees/retirees with planning their financial and lifestyle goals.