As a Certified Financial Planner™ professional, Albert’s approach with every client is to understand what their goals are and develop comprehensive solutions that are tailored to help them achieve those goals.
Albert and his Client Relationship Manager, Shannon Wilson, work as a team to provide a personalized approach to each of their clients and their unique situations. They focus on working with individuals, families and business owners who are preparing for and living in retirement, and partner with other professionals to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning. To better serve clients with complex financial needs, Albert continuously pursues knowledge and education in his field, and has obtained the CFP®, ChFC® and AAMS® professional designations.
Prior to joining Raymond James, Albert worked as a financial advisor at Edward Jones, as a consultant on the capital markets and fixed income teams of Navigant Consulting and Actualize Consulting, and as an account manager at Freddie Mac managing the Bank of America relationship. He graduated from the University of Illinois at Urbana-Champaign with a Bachelors of Science in Accountancy and Bachelors of Science in Finance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I was born and raised in Maryland and am fortunate to have had the opportunity to live all over the U.S in places such as Los Angeles, Chicago and New York City before settling down in Fairfax, Virginia. My parents immigrated from Taiwan to the US in 1971 and they taught me the importance of family, community and work ethic.
Family and community are integral parts of my life. I am incredibly fortunate to be married to my wife, Tanya, who is a pharmacist at Virginia Hospital. Tanya and I are grateful to be raising our daughter, Evelyn, together. We enjoy traveling the world together and exploring new places and cultures. As much as we enjoy traveling, we also value our time at home with our two adopted cats.
Giving back to our community is also a priority for me. I am Chair of the community engagement committee for the Board of Directors of ServiceSource, a national non-profit organization focused on providing resources to members of the disability community and their families. I also serve on the finance committee for the Board of Directors of Atlas Performing Arts Center in Washington DC. Atlas is a non-profit organization that brings people together through the arts to expand their reach and strengthen the bonds of our communities.
I consider myself very lucky to be surrounded by amazing family and friends, and to love what I do for work.