Albert Wilfong

California State Icon Torrance, California
Investment Operations Associate
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About Albert

Albert Wilfong had been involved in financial services for the better part of a decade when he joined the EP Wealth team in 2022. Albert previously had been a Senior Suitability Analyst at National Western Life, following several annuity-related roles at Pacific Life. He was attracted to his position at EP Wealth because of the opportunity to create and develop a fluid infrastructure for the current and future annuity business the firm will actively manage. Albert holds FINRA Series 6 (Investment Company Products/Variable Contracts Representative) and Series 63 (Uniform Securities Agent) licenses, and is a Fellow of the Life Management Institute. Outside the office, he looks forward to enjoying time with his family. Albert’s youngest daughter is part of a travel softball team. Accompanying the team, as well as helping with its scorebook, game livestreaming and social media account keeps him on his toes and is a big part of the family’s weekends. When there’s no game on the schedule, Albert enjoys watching movies at home and barbecuing with his in-laws, nephews and nieces. His oldest daughter is a junior majoring in Psychology at California State University Long Beach, and catching up during daughter/dad dinner dates remains an important part of his life as well.

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