Fee-Only · Fiduciary · CFP®
You've built a brilliant career.
Now let's build your
financial confidence.
Personal, one-on-one financial planning for professional women navigating equity compensation, concentrated stock, taxes, and retirement decisions, all brought together into one clear plan. No call centers. No commissions. No jargon.
Alegre means joyful. That's the spirit behind everything I do.
Albania Espinal, CFP®About Alegre
One advisor who
actually knows you
When you work with Alegre Wealth, you work with me, Albania Espinal, CFP®. Not a rotating team. Not a call center. One advisor who learns your whole financial picture and stays with you as life changes.
I spent more than a decade guiding high-net-worth households at two of the industry's largest firms. I left to build something more personal: a fee-only, fiduciary practice where the advice is genuinely yours, and the relationship comes first.
"Alegre" means joyful. I believe financial planning should do more than secure your future. It should help you feel calm, clear, and excited about it.
Does This Sound Like You?
Your career went well.
That's where it got complex.
A bigger role, equity awards, concentrated company stock, an ESPP, deferred comp, a dozen accounts, and a retirement that's starting to feel real. It all works "fine," but it's scattered, and the old approach of just saving and investing "generally well" no longer feels like enough. You don't want a sales pitch. You want to understand it and feel confident.
Let's Talk · It's Free
Who We Serve
You solve hard problems all day. Let's make your money one less of them.
Honest Answers
What might be
holding you back
These come up in almost every first conversation. None of them are silly. Here's how I think about each one.
I should be able to figure this out myself.
You probably could. You solve hard problems for a living. The question is whether your evenings are best spent decoding vesting schedules and tax-lot rules. My job is to give you back that time and the confidence that nothing important is slipping through the cracks.
I need to get organized before I start.
You don't. Getting organized is the work we do together, and it's completely judgment-free. You don't need tidy spreadsheets or every account in one place beforehand. You just need to show up; I'll help you make sense of the rest.
I'm afraid I'll just be sold something.
A fair fear, especially if you've had a bad experience before. I'm fee-only and fiduciary, which means I'm paid only by you, with no commissions, no products, and no quotas. There's nothing to sell you. There's only advice I believe is right for you.
I'm not sure my situation is complex enough.
Between equity comp, concentrated stock, taxes, and retirement timing, it usually is, and if it isn't, I'll tell you honestly. The free intro call exists precisely so you can find out without guessing or committing to anything.
What We Offer
Support that fits
your life
From comprehensive, ongoing wealth management to a focused one-time plan, you choose the level of support that fits where you are right now, and we can grow from there.
Ongoing, goal-based planning with investment management, equity-comp and tax strategy, and regular progress reviews.
Learn moreComprehensive planning across retirement, tax, estate, insurance, and equity, with quarterly meetings and ongoing access.
Learn moreA complete written plan tailored to your goals, plus a month of follow-up support. A clear starting point.
Learn moreEducational talks for conferences, employee-resource groups, and corporate workshops on equity comp and wealth alignment.
Book a talkHow It Works
A simple path to
financial clarity
A free 30-minute virtual call to explore your goals, values, and priorities, and see if we're a good fit for each other.
We gather the full picture together: concerns, goals, and current situation. It's judgment-free, and you don't need to have anything organized beforehand.
We build your personalized plan and begin an ongoing partnership, with regular reviews and proactive guidance as life evolves.
A Real Partnership
Real planning, one honest conversation at a time.
Ready to Start?
Let's build your joyful
financial future, together
Schedule a free 30-minute introductory call. No pressure and no sales pitch, just an honest, educational conversation about your goals.
Schedule Your Free Call