Albert Le Email & Phone Number

Greater San Diego Area

Sole Practitioner focusing on business formation, estate planning, tax planning and civil litigation. Analyzed information and prepared plans best suited to individual clients' requirements. Provided clients with information on new and existing products and services. Created buy-sell agreements, premium financing agreements, non-qualified deferred comp, articles of incorporation, and operating agreements. Counseled clients on creation of business entities. Created Estate Plans involving Living Trusts, ILITS, SLATs, etc… Reviewed client’s documents to help prepare best action plans. Additionally practiced in family law, landlord-tenant law, and personal injury.

Greater San Diego Area

Developed new investment and banking business. Identified, profiled and met with clients to analyze and review financial goals. Triaged client leads and made referrals to appropriate internal service providers based on client needs and asset thresholds. Assessed customer goals by conducting financial opportunity sessions with new or existing banking clients. Leveraged business knowledge to determine prudent and appropriate strategy to meet client’s needs. Provided end to end comprehensive advice and customized solutions to help customers achieve their financial goals. Customer reviews/presentations included a review of investment goals and prepare presentations that recommend products such as stocks, bonds, mutual funds, annuities, banking, and managed money solutions. Transacted point of fulfillment investment and banking business for clients. Built and maintained effective partnerships with internal business partners

Greater San Diego Area

Developed new banking business. Assessed client’s needs, identified and recommended solutions for clients. Built and maintained client relationships. Applied strong critical thinking and problem solving skills to address client’s concerns. Effectively and confidently communicated with clients. Collaborated with internal partners when necessary.

Greater San Diego Area

Primarily worked with high net-worth individuals in need of estate planning and business owners in need of business planning. Analyzed information and prepared plans best suited to individual clients' requirements. Created buy-sell agreements, premium financing agreements, non-qualified deferred comp, articles of incorporation, and operating agreements. Counseled clients on creation of business entities. Created Estate Plans involving Living Trusts, ILITS, SLATs, etc… Communicated complex information to clients to make them aware of their options and help them assess the relative merits of different plans. Conducted in-depth reviews of clients' financial circumstances and future goals. Assisted clients in making informed decisions. Achieved client satisfaction and loyalty through excellent service.

Doctor Of Law - Jd, Law

Bachelor Of Arts - Ba, Political Science And Government