About My Practice
Alberty Asset Management LLC was formed in 1994 to provide financial planning and investment management services to individuals and families on the west coast. The home office is located in Eugene, OR with a satellite office in Portland, OR.
I grew up in Eugene, Oregon and obtained a B.S. in Accounting and in Finance from the University of Arizona in 1996. I spent over a decade working as an accountant prior to joining Alberty Asset Management LLC and becoming a financial advisor. A knowledge of accounting principles and financial strategy as well as an understanding of tax implications gives me a broad perspective which helps me to serve my clients and to guide them toward the best financial decisions.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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