Albert Manfre
Albert Manfre - Lake Forest, California Financial Planner
Based in Lake Forest, California, Albert Manfre has led Heritage Financial Services for three decades, delivering consistent pathways for building wealth, managing investments, and ensuring financial continuity over the years. Albert Manfre excels in solutions tailored to the needs of small business owners and works with those nearing retirement in allocating resources in a risk-averse, growth-focused manner.
Another area of focus for Mr. Manfre is integrating elements such as group health, life, and disability insurance into comprehensive portfolio planning. His goal is to ensure well-covered workforces at companies where employee retention is a priority. He previously guided the Mission Viejo firm Security Financial Group, and is recognized by Orange Coast Magazine as a Five-Star Wealth Manager.
Mr. Manfre also has an extensive background as an actor and has appeared in films such as 2017’s Boone: The Bounty Hunter and 2018’s The Evil Down the Street. He is also the host of Live and Retire Tax Free with Al Manfre, a local radio show.
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Laguna Nigel, CA US