An experienced financial planner, Albert Manfre joined Laguna Nigel, California’s Heritage Financial Services in 1990. As the president of Heritage Financial Services, he manages all daily operations, including sales activities, investment strategies, and client acquisition efforts. He has successfully secured more than 40,000 clients for Heritage Financial Services over his 35-year tenure. He controls upwards of $1 billion in client assets and operates with the goal of helping clients live and retire with as few tax restrictions as possible. Under the leadership of Albert Manfre, the company relocated to a larger corporate headquarters in 2020.
Albert Manfre was recognized as a Five Star Wealth Manager by Orange Coast Magazine and as one of the Top Annuity Writers by Global Atlantic Insurance, among other professional accolades. He has played a key role in Heritage Financial Services maintaining an A+ rating with the Better Business Bureau. Outside of his work in the financial industry, he has served as a radio host with the Los Angeles Angels baseball network.