Albi works with affluent individuals, families and business owners to define, plan for and achieve their financial objectives. His coworkers describe Albi as a strategic thinker who incorporates logic and empathy when working on a client’s financial plan. Strategic thinking is about exploration, and Albi challenges himself to question both the familiar and new. He believes every client is different and has unique financial circumstances that sometimes require out of the box thinking to identify the best solutions.
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