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Albania E

CFP®

Radnor, PA

Alegre Wealth Management, LLC

I founded Alegre Wealth Management with a simple belief, money should be a source of freedom, joy, and alignment, not stress. After years advising high-net-worth clients and leading financial planning teams, I’ve learned that true wealth isn’t measured by what you have, it’s defined by how intentionally you use it. At Alegre, I partner with professionals, families, and business owners who want more than just investment management, they want a thoughtful, ongoing relationship with a planner who understands their goals, values, and life transitions. My role is to bring clarity to complexity, structure to opportunity, and a sense of calm to your financial life. With a planning approach that blends strategy and empathy, I help clients design lives that feel as good as they look on paper. Whether we’re building a comprehensive wealth plan, refining investments, or preparing for a major life shift, my goal is the same: to guide you toward a life that feels balanced, purposeful, and as our name reflects, alegre, full of joy.

Income planning Equity Recipients (RS/RSU, SOP, ESPP) Gen X (Born 1965-1980)
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