Alberts Wealth Advisors, LLC
14620 John Humphrey Drive
Orland Park, IL 60462, US
Paul is Co-Owner of Alberts Wealth Advisors, LLC. and leads the Company’s Financial Services division of the organization. These services range from risk analysis, coverage design and placement for individuals and business of all types and needs for retirement planning.
Paul started his insurance career in 1976 and expanded into the investment planning in 1983. He continues to broaden the services and consulting programs he provides for clients.
Paul lives in Orland Park and has four grown daughters with a wide range of interests. In June 2013, Paul retired from US Navy (Reserves), having over 40 years in uniform. He traveled internationally on orders, most recently in 2011 to Morocco, Moscow, and Germany. His last position was the “CO” [Commanding Officer] for the Navy Reserve unit based in Fort Worth, TX that provides direct support to AFRICOM [Africa Command], headquartered in Stuttgart, Germany.
MSFS The American College, Bryn Mawr, PA
Insurance/Investment Industry Education Designations:
RSSA® Registered Social Security Analyst
CFP® Certified Financial Planner
CLU Chartered Life Underwriter
ChFC Chartered Financial Consultant
RPA Retirement Plans Associate
RHU Registered Health Underwriter
REBC Registered Employee Benefits Consultant
CRPC Chartered Retirement Planning Counselor
IAR Investment Adviser Representative
CEBS Certified Employee Benefits Specialist
CDFA Certified Divorce Financial Analyst (no longer active)
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