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Louise A

CFP®, ChFC®, Series 63

Fernandina Beach, FL

Kestra Advisory

Louise Albert is a CFP® and ChFC® with 26 years of experience in the financial industry. She has worked at Kestra Investment Services since 2020 and previously spent seven years with Cetera Advisor Networks and has provided advisory services through Skcg since 2012. In addition to her advisory role, she is engaged in registered representative activities providing investment advice and client relationship management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients ranging from individual investors to sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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