CB Rank (Person) 1,769,690

A financial planner based in Lake Forest, California, Albert “Al” Manfre joined Heritage Financial Services in 1990. Given an A+ rating by the Better Business Bureau, the firm has helped more than 20,000 clients implement strategies to preserve their wealth and maximize their retirement savings. With a focus on estate taxes, business continuity,

annuities, and life and group health insurance, Albert “Al” Manfre leads the firm as president.

Under his leadership, Heritage Financial Services was rated a Five Star Wealth Manager by Orange County Magazine. In addition to his executive position with the firm, Mr. Manfre shares his knowledge of retirement planning and financial strategy with the public through his own radio program, Live and Retire Tax-Free.

Outside of his professional pursuits, Al Manfre has acted in several feature films, including 2019’s The Evil Down the Street, a paranormal activity film inspired by real events, and the 2017 film The Bounty Hunter. He is a graduate of Downey High School in Downey, California.

Number of Current Jobs 1
Albert Manfre is the President at Heritage Financial Services.
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