Alberts Wealth Advisors, LLC

Owner/Manager

Active

Alberts Wealth Advisors, LLC
14620 John Humphrey Dr
Orland Park, IL 60462, US

708-745-9138

Average Rating: 0 stars (based on ratings)

Professional Profile

Professional Profile 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. Personal Profile 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. Education 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Investment Adviser Representative CEBS Certified Employee Benefits Specialist CDFA Certified Divorce Financial Analyst (no longer active) www.Paul.Alberts.rssa.com Paul.Alberts@rssa.com Securities and Advisory Services offered through Ausdal Financial Partners, Inc. 5187 Utica Ridge Rd Davenport IA 52807 563.326.2064 Alberts Wealth Advisors LLC, and AUSDAL Financial Partners, Inc are independently owned and operated

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