Our Qualifications

Choosing a financial planner or investment advisor may be one of the most important decisions you make in your lifetime.  It is important to select a professional that is competent and trustworthy, one that will always put your interest first and hold themselves to a fiduciary standard, and one that is truly committed to understanding your personal situation and helping you achieve your goals.

Juncture Financial Group, LLC is a registered investment advisor with the Texas State Securities Board. 

The founder, president, and supervising principal of the firm, John D. Albert, CFP®, ChFC, CLU, CPCU, ARM,  has more than 22 years of experience in the insurance and financial services industry and holds multiple professional designations.  He is a graduate of The Pennsylvania State University with a Bachelor of Science Degree in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional.  He holds the Chartered Financial Consultant, Chartered Life Underwriter, Chartered Property and Casualty Underwriter, and Associate in Risk Management professional designations.

Why you should work with a CERTIFIED FINANCIAL PLANNER™ practitioner

CERTIFIED FINANCIAL PLANNER™ practitioners are individuals who have met the Certified Financial Planner Board of Standards, Inc. education, exmination and experience requirements, have agreed to adhere to high standards of ethical conduct, and who complete the Certified Financial Planner Board of Standard, Inc.'s biennial certification requirements, including continuing education.

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