John D. Albert, CFP®, ChFC, CLU, CPCU, ARM

John D. Albert, CFP®, ChFC, CLU, CPCU, ARM

President

Phone: 469-948-4890
E-mail:

John D. Albert, CFP®, ChFC, CLU, CPCU, ARM  is the founder and President of Juncture Financial Group, LLC.  He is a seasoned financial professional with more than 25 years of experience in the insurance and financial services industry.

Mr. Albert graduated from The Pennsylvania State University with a Bachelor of Science Degree in Finance concentrating in the areas of security analysis and portfolio management.

After graduation he began a career with one of the largest insurance and financial service companies in the nation and progressed through various field and staff management positions ultimately holding several key executive assignments with national responsibilities.

Mr. Albert is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the following professional designations:

  • Chartered Financial Consultant

  • Chartered Life Underwriter

  • Chartered Property and Casualty Underwriter

  • Associate in Risk Management

Mr. Albert founded Juncture Financial out of a desire to provide clients with comprehensive financial advice that is independent, unbiased, and focused on their unique situation, needs, and objectives. 

"I believe that to effectively serve clients, advisors need to maintain true objectivity, the highest professional and ethical standards, and operate with a high level of competency always putting the interest of clients first."

Mr. Albert specializes in working with corporate executives, business owners, high net worth families, and endowments.