Albania Espinal, CFP^®

Founder and Wealth Advisor 668.48 Miles

Alegre Wealth Management, LLC

201 King of Prussia Rd, Ste 650
Wayne, PA 19087-5156

FINANCIAL ADVISOR'S WEBSITE

https://www.alegrewealth.com/

(610) 410-9440

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

No Minimum

My Links

website

General

Albania Espinal is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Alegre Wealth Management, LLC in Wayne, PA and the surrounding communities.

Financial Advisor Overview

Alegre Wealth Management is an independent, fee-only Registered Investment Advisor dedicated to helping mid-to-high-income and high-net-worth individuals live confident, fulfilling lives through intentional financial planning. We specialize in serving professionals navigating career growth, stock-based compensation, and life transitions — empowering clients to make informed decisions with clarity and purpose. Rooted in our name, Alegre, meaning joy, we believe wealth is a tool to support a life well-lived. Our planning approach is highly personalized, relationship-driven, and built on ongoing education and collaboration. We provide comprehensive financial planning and investment management aligned with fiduciary best practices and tax-efficient strategies. As a CFP®-led firm, we deliver a coordinated experience across all critical areas of a high earning professional's financial life: cash flow, retirement planning, investment strategy, equity compensation, tax planning, risk management, estate and legacy planning, and long-term care considerations. Through proactive guidance and transparent communication, we help our clients stay on track, adapt through change, and build financial independence with confidence.

Financial Advisor Experience

With over a decade of experience in financial services, I have dedicated my career to helping individuals and families make confident, well-informed decisions about their wealth. Prior to founding Alegre Wealth Management, I served as a Financial Consultant and Relationship Consultant at two of the largest and most respected asset management firms in the industry. During that time, I partnered with high-net-worth households — typically ranging from $1M to $15M in assets — providing guidance through market cycles, equity compensation complexities, retirement readiness, and major life transitions. My approach is rooted in education, collaboration, and genuine care. I believe financial planning should not only help people protect and grow their wealth, but also support a life full of flexibility, joy, and purpose. I hold a B.S. in Business Administration from Kutztown University and am a CERTIFIED FINANCIAL PLANNER® professional, a distinction that reflects my commitment to fiduciary excellence and continuous learning. Today, I bring the knowledge and discipline of institutional wealth management into a more personal, relationship-driven setting, where clients feel seen, supported, and empowered every step of the way

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances