Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Senior Wealth Advisor
Al Faber
CFP®, ChFC®, CLU®
Woodson Wealth Management
Senior Wealth Advisor
Why pay full-time fees for part-time advice? As a flat-fee and fee-only financial planner, my focus is on offering affordable and accessible financial advice as a fiduciary to help you achieve your goals. - Al Faber, CFP®, ChFC®, CLU®
Fee-Only financial planner serving clients across the country
Al Faber is a fee-only financial advisor serving clients across the country. Woodson Wealth Management provides comprehensive wealth management, including financial planning and investment management to mid-career professionals, helping them organize, grow and protect their assets through life’s transitions. As a fee-only fiduciary, and independent financial advisor, Al is never paid a commission of any kind, and has a legal obligation to provide trustworthy financial advice that is in your best interest.
Al Faber is a CERTIFIED FINANCIAL PLANNER™ professional with Woodson Wealth Management.
I started my career in financial services in 1992 after earning a Master of Business Administration with a concentration in finance from Long Island University, C.W. Post.
In addition to the CERTIFIED FINANCIAL PLANNER™ certification, I have also earned the Chartered Financial Consultant® and Chartered Life Underwriter® certifications. Prior to my career in financial services, I worked as an electrical design engineer after obtaining my Bachelor of Science in Electrical Engineering from Syracuse University with a minor in mathematics.
In my role as Senior Wealth Advisor with Woodson Wealth Management, I focus on helping clients simplify, organize and plan their financial lives so that they can achieve their life goals and establish a meaningful legacy.
I believe in empowering my clients and their loved ones by educating them and giving them tools and resources that help them own and control their personal and financial information, so that they can own and control their financial destiny. I also equip my clients with tools and resources to help them hold their other advisors more accountable.
I am a native New Yorker with parents that immigrated to the United States from Central America and the Caribbean. Throughout my life, I have been exposed to different cultures and people from all socioeconomic backgrounds. I have witnessed how education and a strong work ethic, coupled with proper planning and execution can help one achieve financial success and how a lack of education and/or planning can lead to a loss of personal and generational wealth.
In my role as a financial advisor, I attempt to help individuals and families build legacies of generational wealth and philanthropy.
In 2000, I relocated from New York to Southern California with my wife Stephanie and our two children. In 2020, I transitioned from corporate life to independence and since then, Stephanie and I have been splitting our time between New York and California.
When I’m not working with or for my clients, my activities and interests include traveling, spending time with friends and family, going for long walks, cycling, spending time at the beach, paragliding, astronomy, volunteering, mentoring and civic engagement.
Woodson Wealth Management is a fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms due to the size of their investment accounts.
With over two decades worth of industry experience, we pride ourselves on being educators first, and advisors second.
Our primary clients show interest in learning the best ways that they can better manage and maximize their wealth versus following the newest investing fad. And, by only working with a select number of clients, we are able to create customized, high-touch experiences for those we serve.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Tax Planning
Ideal Clients
- Mid-Career Professionals
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- Fiduciary Advice and No Product Sales
- Short-term and Long-term Engagements
Professional Designations & Affiliations
-
Al Faber is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Al Faber is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
-
Al Faber is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
-
Al Faber is a NAPFA MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Al Faber is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Al Faber
Office Locations:
-
By Appointment Only
Brooklyn, NY 11225 -
By Appointment Only
Reseda, CA 91335
