Albert is a 1995 graduate from Montana State University with two Bachelor of Arts Degrees. He was also team captain of the wresting program and finished his athletic career as a 3x College All-American while also qualifying for the 1992 Olympic team trials. On behalf of his graduating class, Albert was the recipient of Montana State University’s prestigious “Student Excellence Award” for his university representation and academic achievements.
Albert’s initial plan was to become a college professor, however upon graduation he decided to accept an offer to be a finance and insurance manager for one of the city’s most successful business leader. In 1998 Albert returned to Michigan on the request of his family and became a regional director for a major food corporation. After several years of earning high accolades and awards for his company service, Albert decided he needed a career change where he could better serve the public in a more educational capacity. His parents were about to retire at such time and he realized that not only were they insufficiently prepared for retirement, but there was not enough objective education available for them as well. In 2001 Albert entered the financial planning industry so he could help those, like his parents, with their financial independence. Working for a large firm for several years, Albert decided to become an independent advisor in 2005 and partnered with a colleague to establish a complete financial planning firm that embodied the ideal of placing the investor’s best interest first. When his former partner decided to relocate the firm in 2012, Albert chose to remain nearby for his clients and founded the Kaizen Financial Group where he continues to earn industry honors and awards.
As a fiduciary Albert adheres to a comprehensive approach when providing investment advice and creating financial plans. He believes everyone should O.W.N. their retirement and it starts with an Objective assessment, a Written plan and Nonstop monitoring. Education is also a vital component when making retirement decisions and that’s why he makes available retirement workshops, educational seminars and specialized classes. Albert holds a series 65 securities license as well as an insurance and health license. He has also completed certified courses on estate and tax planning; however he does not provide any legal or tax advice.
Albert resides in Washington Twp, Michigan where he enjoys the outdoors, extreme sports and is involved in physical fitness training. As former head wrestling coach for Lapeer East High School, he feels everybody should have some type of coach or an advisor to help create a regiment for the important achievements they want to accomplish in life. Albert has a passion for helping others and is confident any dream can be possible as long as education is sought, a plan is created and action is applied. He looks forward to helping you O.W.N. your retirement.
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