Mishaela Albright, CFP®, CPA

Vice President, Partner

Alamo, California

Contact Mishaela

Mishaela Albright is a Vice President and Partner who works with clients across a wide range of financial circumstances. She serves professionals, individuals, and high-net-worth families with a specialized, human-focused approach to financial planning.
She brings experience from prior wealth management and financial planning roles. She has developed particular expertise in tax and equity compensation planning, including ISOs, NQOs, RSUs, and ESPPs. Mishaela earned a B.S. in Accounting with additional studies in Marketing from the University of Southern Maine. She is both a CFP® professional and a Certified Public Accountant.
Mishaela combines her tax and planning expertise to develop strategies tailored to each client’s goals and circumstances. She focuses on thoughtful diversification and comprehensive planning that helps clients connect financial decisions with what they truly want to accomplish.
Originally from Maine, Mishaela is an active adventurer who enjoys exploring Northern California’s food, wine, and geography. She also loves traveling and discovering new places around the world.