Jon Bio

Jonathan M. Albano, CFP®

Partner, Financial Planner

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spends his weekends watching his kids play sports

actually likes working on his lawn as long as he is listening to Bruce Springsteen

 

serves on the board of trustees for the Stevens Estate

enjoys a reuben sandwich or steak tips on cheat days

Direct Phone: 508-926-2493
Fax Line: 508-926-2341
jalbano@ccrwealth.com 

 

Jonathan M. Albano is a Partner and Financial Planner with CCR. Having joined CCR in 2003, Jonathan is often the first point of contact for prospective clients. He brings extensive experience in wealth management for high net-worth individuals which he utilizes in gathering information, assessing client needs, and coordinating each client’s financial objectives with their existing and future assets.  Responsible for syncing client portfolios with appropriate risk, required rate of returns and time horizons, Jonathan also aligns clients’ assets with estate planning considerations and concerns.

A Certified Financial Planner® and Investment Advisor Representative with the Series 7, 63 and 65 securities registrations, Jonathan earned a Bachelor of Science degree in Economics and Business Administration from Saint Michael’s College and earned his designation as a Certified Financial Planner after graduating from Boston University’s School for Financial Planners. He is a member of the Financial Planning Association, the Massachusetts Chapter of the FPA, and the Certified Financial Planners Board of Standards. Jonathan is also a member of the firm's Investment Committee and is head of the Portfolio Review Committee.

Jonathan serves on the Board of Trustees for the Stevens Estate, a municipally owned historic estate, owned and operated by the town of North Andover. In his spare time, he enjoys spending time with his wife and two young children, working on his lawn, and listening to Bruce Springsteen.