Albert Valencia

Client Transfer Specialist

As a Client Transfer Specialist, Albert is dedicated to bridging the gap between our clients and our financial service providers in a seamless manner. He is also committed to continuous improvement, brings an analytical mindset, and supports the team by creating detailed reports within our databases to streamline internal operations.

Albert received his bachelor’s of science degree in Economics with a concentration in Managerial Economics from George Mason University. He currently resides in the Northern Virginia area and during his free time enjoys weight lifting, Muay Thai/Brazilian Jiu-Jitsu training, reading, and spending time with his two cats.

Start today

talk with an advisor

Ready to take the first step in your financial journey? Speak with one of our advisors today.