Your Partner in Building the Life You Want
Alegre Wealth Management, LLC was founded with a simple but powerful belief: wealth should bring more than just financial security, it should bring joy. The word Alegre means joyful in Spanish, and it reflects the spirit behind everything I do.
I’m passionate about helping individuals and families align their wealth with the life they want to live. To me, financial planning isn’t just about numbers, it’s about clarity, confidence, and creating the freedom to enjoy what matters most.
By listening deeply, building thoughtful strategies, and walking alongside you through life’s changes, my goal is to transform financial planning into an empowering experience, one that lets you live with intention, security, and joy.
Why Clients Choose Us:
Fiduciary, always acting in your best interest
CERTIFIED FINANCIAL PLANNER® Professional
Fee-Only planning
Comprehensive planning that integrates investments, taxes, equity compensation, retirement, and estate strategies
Albania Espinal, CFP®, Founder and Wealth Adviser
About Albania
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, LLC 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.
When I am not working with clients, I focus my time on creating joyful experiences with my son Miles, my niece Zoe, my nephew AJ, and my husband Tom. Together, we travel the US and abroad, locally we visit all the playgrounds, waterparks, arcades, museums and gardens.
Lets connect
Introductory meeting:
This 30 minute virtual meeting is an opportunity to explore your goals, values, and priorities, as well as understand how we partner with clients.
Discovery Meeting:
If it makes sense to move forward, we will schedule a discovery meeting. We will gather the information needed to assess your financial life, concerns and further discuss our process. If there is a mutual fit and you would like to join as a client, we will begin our onboarding process.