Regional Vice President
Albert Chen is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. Throughout his career, Albert has remained focused on helping his clients—individuals, families and small businesses—addressing their specific financial goals and objectives.
Albert holds his Series 7, 63 and 65 securities registrations through LPL Financial and is licensed through the states of North Carolina and South Carolina for life, health, disability insurance. In addition, he has also earned his Certified Financial Planning (CFP®) designation. Albert uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
Albert is partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. Like Householder Group, Albert’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Albert is able to leverage the availability of Householder Group’s sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Albert wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
Albert grew up in Sumter, South Carolina and attended the Honors College of Florida State University. Following his graduation, Albert moved back to Columbia where he has owned and operated multiple successful businesses. His entrepreneurial experience has served him well while has built a successful client base.
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8394 Six Forks Road, Unit 101
Raleigh NC 27615