ABOUT US

Ronald L. Albrecht, CFP®

CERTIFIED FINANCIAL PLANNER™




Ronald L. Albrecht holds a CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, Colorado.  Educated in Economics and Finance, he is a graduate of Central Michigan University, Baylor University, and the University of Vermont.  Ron holds a Masters Degree in Business Management and Economics.

 Mr. Albrecht is a retired Air Force Lieutenant Colonel.  He was in Air Traffic Control during his military career, which lasted 23 years.  He then started a finance career that currently spans over 20 years.  Prior to founding Albrecht Financial Services, he worked for a major Maine bank, Bangor Savings Bank, where he established the Retirement Planning Department and was the Senior Retirement Planning Officer.

 

Ronald taught for many years for the Continuing Education Department for both Husson College and the University of Maine Systems.  He has conducted educational seminars and has had working relationship with the following: University of Maine Systems, Bowater/Great Northern Paper, Osram Sylvania, Champion/International Paper, Fort James Paper Company, Eastern Maine Medical Center, and various SAD's throughout the State of Maine.

 

At Albrecht Financial Services, Ronald offers holistic financial planning solutions to clients, evaluates and provides guidance in the areas of Investment Management, Retirement Planning, Taxation, and Business Planning.  He also offers Estate Planning where the need for Wills, Trusts, and Charitable Gifting are investigated.  One size does not fit all and Ronald “tailors” solutions to the individual and family goals.  Periodic follow-ups through time are important part of the process at Albrecht Financial Services.

 

He also served as a State Coordinator for the American Association of Retired People (AARP) and helped found the Maine Chapter of the Financial Planning Association (FPA), which he held the office of President.  Ronald is a past President of the Bangor Noontime Kiwanis.  He is a member of Anah Temple Mystic Shrine.  Ronald's listed in the Who's Who in Finance and Industry, in America, in the East, and the World.

 

CFP®, CERTIFIED FINANCIAL PLANNER™, andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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