Jeff Albert

About Jeff Albert

As a Financial Advisor with Edward Jones and a Chartered Retirement Plans Specialist™ (CRPS™), I help affluent individuals, families, and business owners build, protect, and transfer their wealth with purpose and clarity. My clients are often focused on more than just investment returns—they want a trusted long-term partner to help navigate the financial complexities of life, business ownership, and retirement. I provide a disciplined, personalized approach anchored on six key areas: Wealth Preservation – Informed investment strategies tailored to your goals, lifestyle, and risk tolerance. Wealth Enhancement – Tax-advantaged strategies. Wealth Transfer – Ensuring your legacy is passed on according to your wishes. Charitable Giving – Structuring high-impact, tax-advantaged philanthropic strategies. Succession Planning – Helping business owners exit gracefully and preserve their life’s work.I collaborate closely with your CPA and attorney to ensure your wealth, tax, estate, and retirement strategies are aligned and working in concert.If you’re looking for a dedicated advisor who understands the needs of high-net-worth families and entrepreneurs, especially those looking to optimize their company\'s retirement plan, I\'d welcome the opportunity to connect. J••••••••@EdwardJones.com 94••••••43For additional information, send me a LinkedIn instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor Crpstm

   Edward Jones

   Jan 2023 — Present · Orange County, CA, US

   As a Financial Advisor with Edward Jones and a Chartered Retirement Plans Specialist™ (CRPS®), I work with individuals, families, and business owners to help build long-term strategies for wealth accumulation, protection, and distribution.My role focuses on: Designing customized retirement plans for business owners, including 401(k), SEP, SIMPLE, and defined benefit plans Guiding succession planning and legacy transfer strategies for entrepreneurs and high-net-worth families Collaborating with CPAs and estate attorneys to align financial plans with overall goalsAt Edward Jones, I offer the support of a well-established firm combined with a personalized, relationship-first approach to investing. My goal is to deliver advice with clarity and confidence — tailored to your life, business, and legacy. J••••••••@EdwardJones.com 94••••••43

Education

• Long Beach City College

  Honors Program-Business/Economics Emphasis, Economics - Basic Undergraduate

• UC Irvine

  Economics/Business, Business, Management, Economics

Skills

• Talent Management
• Sales Presentations
• Human Resources Information Systems (Hris)
• IT Outsourcing
• Deal Closure
• Salesforce.com
• Direct Sales
• Sales Operations
• Customer Retention
• Employee Benefits
• Crm
• Selling
• Territory Management
• B2b
• Outsourcing
• Leadership
• Closing Deals
• Social Media Marketing
• Building Relationships
• Strategic Consulting
• Negotiation
• Sales
• Business Coaching
• Selling Skills
• Customer Relationship Management (Crm)
• Public Speaking
• Software as a Service (Saas)
• Business Development
• Sales Force Development
• Solution Selling
• Business-to-Business (B2b)
• Cold Calling
• Relationship Building
• Strategy
• New Business Development
• Personnel Management
• Saas
• Sales Management
• Marketing
• Marketing Strategy