Albania Espinal, CFP®
Fee-Only Financial Planning for Hardworking Professionals | Fiduciary
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Serving Clients Nationwide
Fee-Only Financial Planning for Hardworking Professionals | Fiduciary
Areas of Focus
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- LGBTQ Couples
- Loss of Spouse or Partner
- Retirement Income Planning
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
- Women & Wealth
About Albania Espinal, CFP®
Hi, I'm Albania Espinal. With over a decade of experience in financial services, I have dedicated my career to helping individuals and families make confident, well-informed decisions about their wealth.Prior to founding Alegre Wealth Management, LLC I served as a Financial Consultant and Relationship Consultant at two of the largest and most respected asset management firms in the industry. During that time, I partnered with high-net-worth households, typically ranging from $1M to $15M in assets, providing guidance through market cycles, equity compensation complexities, retirement readiness, and major life transitions.
My approach is rooted in education, collaboration, and genuine care. I believe financial planning should not only help people protect and grow their wealth, but also support a life full of flexibility, joy, and purpose.
I hold a B.S. in Business Administration from Kutztown University and am a CERTIFIED FINANCIAL PLANNER® professional, a distinction that reflects my commitment to fiduciary excellence and continuous learning. Today, I bring the knowledge and discipline of institutional wealth management into a more personal, relationship-driven setting, where clients feel seen, supported, and empowered every step of the way.
When I am not working with clients, I focus my time on creating joyful experiences with my son Miles, my niece Zoe, my nephew AJ, and my husband Tom. Together, we travel the US and abroad, locally we visit all the playgrounds, waterparks, arcades, museums and gardens.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
201 king of Prussia rd, radnor pa
Additional Locations
📍
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Getting started begins with a complimentary discovery call to learn more about your goals, concerns, and whether we’re the right fit to guide your next chapter. Click the 'Book Intro Call' button above to schedule a conversation. I look forward to speaking with you.Offers Investment Management
Yes
About Alegre Wealth
Alegre Wealth Management, LLC was founded with a simple but powerful belief: wealth should bring more than just financial security, it should bring joy. The word Alegre means joyful in Spanish, and it reflects the spirit behind everything I do.I’m passionate about helping individuals and families align their wealth with the life they want to live. To me, financial planning isn’t just about numbers, it’s about clarity, confidence, and creating the freedom to enjoy what matters most.
By listening deeply, building thoughtful strategies, and walking alongside you through life’s changes, my goal is to transform financial planning into an empowering experience, one that lets you live with intention, security, and joy.
Why Clients Choose Us:
✔️ Fiduciary, always acting in your best interest
✔️ CERTIFIED FINANCIAL PLANNER® Professional
✔️ Fee-Only planning, no commission, ever
✔️ Comprehensive planning that integrates investments, taxes, equity compensation, retirement, and estate strategies
Our Mission
At Alegre Wealth, we believe in living a joyful, meaningful life. Our mission is to help you align your financial plan with what matters most: freedom, family, experiences, and peace of mind. Through thoughtful guidance, strategic planning, and a personalized approach, we empower you to use your wealth to live fully, not someday, but now and always.
Education
Kutztown University of Pennsylvania, Bachelor of Science in Business Administration (B.S.B.A.), Human Resources Management/Personnel Administration, General
Hobbies and Interests
- Dancing
- Eating Out
- Family
- Hiking
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Hispanic | Latino
- Intergenerational Families
- LGBTQ
- LGBTQ Couples
- Living in Retirement
- Parents
- Single Women
- Technology Professionals
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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