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Biography

Albert is a Senior Associate in the Silicon Valley office. He provides comprehensive financial planning and investment management services to clients.

Prior to joining Cerity Partners, Albert served as a Manager at BDO USA, working with both the Core Tax Services team and the Specialized Tax Services team. While at BDO, Albert prepared and reviewed client tax returns and helped clients claim various tax credits. In between his time at BDO and Cerity Partners, he served as a Financial Planner for Consilium Wealth Management.

Education

  • B.A. in Economics with a minor in Accounting, University of California San Diego

Highlights

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.