About Albert “Al” Manfre
President of Heritage Financial Services
Albert "Al" Manfre has over three decades of financial planning experience. The president of Heritage Financial Services, Albert Manfre leads a financial investment company based in Laguna Niguel, California.
In this work, he has helped over 40,000 clients protect and grow their assets. A recognized financial expert, he was awarded the status of Five Star Wealth Manager by Orange Coast Magazine, and in 2020 he was named a top annuity writer by Global Atlantic Insurance.
From January 1992 to July 2010, Albert Manfre served as president and CEO of Security Financial Group. There he built the company from one employee to over 120 employees, writing over $400 million in fixed annuities in California over this period.
Before moving into the financial sector, he worked as a sales associate at Cigna from 1989 to 1991. Also, he worked as a regional sales manager at Nestle from 1985 to 1989.