Albert Manfre is a financial professional and the president of Heritage Financial Services. Drawing on over three decades of experience in wealth management, he helps clients build, protect, and transfer wealth through strategic financial planning and investment solutions. Since 1990, Albert Manfre has overseen daily operations, investment strategies, and client relations, guiding the company in serving more than 40,000 clients. Under his leadership, Heritage Financial Services manages over $1 billion in client assets and continues to expand its presence as a trusted name in financial planning.

Mr. Manfre also served as president and CEO of Security Financial Group from 1992 to 2010. He grew the firm from a one-person operation to more than 120 employees. During his tenure, the company wrote over $400 million in fixed annuities in California and earned widespread recognition for excellence in financial services.

In addition to his professional achievements in finance, Albert Manfre is a seasoned communicator and educator. He has served as a radio host on the Angel Baseball Network, sharing financial insights through his program “Live and Retire Tax Free with Albert Manfre.”

Albert Manfre