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Edward Albrecht

Investment Advisor Representative, Fi... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Financial Pointe</span>
Intro Book
Experienced financial planner with a strong background in strategic planning and small business management.
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Location
Ventura County, California, United St...
Skills
  • Financial Planning
  • Investments
  • Finance
  • Strategic Planning
  • Small Business
  • Show all
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Bio

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Edward Albrecht is a seasoned financial professional with 10+ years of experience in financial planning, investments, and management. He holds a Bachelor's degree in Business Management from Long Island University and has worked as an independent business owner, investment advisor, and financial planner. Albrecht has a strong background in strategic planning, small business management, and finance, with experience working with clients in Ventura County, California.

Experience

  • Financial Pointe
    • Thousand Oaks, California 91320
    • Investment Advisor Representative, Financial Planning
      • Jan 2014 - Present
      • Thousand Oaks, California 91320

      CA Insurance License #0D48498Registered Representative, Investment Advisor Representative at Financial Pointe.As an independent business owner, I&#39;ve come to learn what it takes to start and maintain a successful organization. Upon graduation from Long Island University, I put my degree and bu...

  • MetLife Private Client Group
    • Westlake Village, CA
    • Investment Advisor Representative, Financial Planning,
      • 2001 - 2013
      • Westlake Village, CA
  • Principal & Owner
    • Fabric Manufacturing Nationwide
    • Edward Albrecht Textiles
      • Nov 1975 - May 1999
      • Fabric Manufacturing Nationwide

Education

  • 1966 - 1969
    Long Island University
  • 1970 - 1970
    C.W. Post College
  • 1969 - 1973
    US Army Reserve
  • 1966 - 1969
    Long Island University
  • 1963 - 1966
    Martin Van Buren H.S. Queens Village NY

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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