Louise Albert, CFP®, ChFC®, CLU®
Louise has over 20 years of consultative-based experience in the financial services industry. Over this time, she has specialized in retirement planning and takes great pride in helping clients realize their financial goals.
She began her career at TIAA in the call center and worked her way up to Wealth Manager. During this time, she counseled thousands of clients on the topics of assets allocation, goal planning and income distribution strategies. She also created and delivered seminars on all aspects of retirement planning.
During this time, Louise worked to obtain the Certified Financial Planner (CFP®) designation. She also holds the Chartered Financial Consultant (ChFC®) and Certified Life Underwriter (CLU®) designations. She is licensed through FINRA with the Series 7 – General Securities Representative Exam and Series 63 – Uniform Securities Agent State Law Exam.
Louise most recently worked on the institutional side of the retirement industry, specializing in 401k plans sales and administration.
Louise graduated from Villanova University with a degree in Finance. She is a big fan of Wildcat basketball! In her free time, she can be found spending time with her husband and teenage boy/girl twins. Louise enjoys taking long walks and hikes on the peaceful country trails near her home in Katonah, NY.