Alera Group, Inc.

Jeff Albers

CFP®, CLU®, ChFC®, AIF® Sr. Advisor, Retirement Plan & Wealth Management
Photo of Jeff Albers

After leading Albers & Company’s Financial Services Division for 20 years, and as Director of the Wilson Albers Retirement Plan & Wealth Management division for an additional six years, Jeff has now transitioned to the position of Senior Advisor Retirement Plans & Wealth Management.  In his current role, he continues to relish the opportunity to help people reach their retirement goals by providing both big-picture financial strategy and individual guidance around managing wealth.

A graduate of the University of Washington Foster School of Business, Jeff has furthered his knowledge
with series 6, 63, 65, and 7 securities and investment advisory licenses, as well as advanced education
through Wharton Business School, the Certified Financial Planner (CFP®) Board of Standards, and The
American College. In 2013, he also earned the Accredited Investment Fiduciary (AIF®) designation.

Jeff is an avid Husky fan and longtime football season-ticket holder. When he’s not helping people
improve their financial wellness, he often can be found taking care of his own physical wellness—he
enjoys hiking, skiing, boating, and other outdoor pursuits with his wife and their college-age daughter.

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.