Albania Espinal (CFP®)
Albania Espinal focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Alegre Wealth Management is a CFP®-led, fee-only firm serving professionals seeking clarity and confidence in their financial future. We specialize in comprehensive planning and investment management, including stock compensation and tax-efficient strategies, helping clients build financial independence and live a fulfilling lifeAdditional Information
With over a decade of experience in financial services, I have dedicated my career to helping individuals and families make confident, well-informed decisions about their wealth. Prior to founding Alegre Wealth Management, I served as a Financial Consultant and Relationship Consultant at two of the largest and most respected asset management firms in the industry. During that time, I partnered with high-net-worth households, typically ranging from $1M to $15M in assets, providing guidance through market cycles, equity compensation complexities, retirement readiness, and major life transitions.
My approach is rooted in education, collaboration, and genuine care. I believe financial planning should not only help people protect and grow their wealth, but also support a life full of flexibility, joy, and purpose.
I hold a B.S. in Business Administration from Kutztown University and am a CERTIFIED FINANCIAL PLANNER® professional, a distinction that reflects my commitment to fiduciary excellence and continuous learning. Today, I bring the knowledge and discipline of institutional wealth management into a more personal, relationship-driven setting, where clients feel seen, supported, and empowered every step of the way.
NAPFA Start Date
October 29, 2025
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