Albert Elorm Akpaloo, MBA, APMA®, CRPC® in

Albert Elorm Akpaloo, MBA, APMA®, CRPC®

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Associate Financial Advisor at RoseStone Wealth Advisors
📍 Tulsa, Oklahoma, United States

Albert is an Associate Financial Advisor at RoseStone Wealth Advisors who specializes in building tax-efficient financial legacies for business owners and medical professionals. He holds an MBA from Oral Roberts University and professional designations including the Chartered Retirement Planning Counselor℠ (CRPC®).

His background includes international experience as a Business Development Manager for Unibank in Ghana. He has also applied his financial skills in the non-profit sector, having previously served as the Finance Manager and Treasurer for Hope International Ministries.

Unique fact: Before advising clients in the US, Albert managed customer relationships and business development for a bank in Accra, Ghana.

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Current Role
Associate Financial Advisor
Location
Tulsa, Oklahoma, United States
Personality Overview

How Albert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Albert cares about

Retirement Planning
Holds the CRPC® designation and focuses on helping clients prepare for a comfortable retirement.
Tax-Efficient Investing
He actively posts about strategies to reduce the impact of taxes on investment growth for his clients.
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Career

Work history

8-2024
Associate Financial Advisor
RoseStone Wealth Advisors
5-2023 - 8-2024
Financial Advisor
Edward Jones
12-2022 - 5-2023
Edward Jones Associate
Edward Jones
2-2020 - 6-2020
Customer Loyalty Specialist (Retention Mobility)
AT&T
7-2019 - 2-2020
General Account Specialist
Ally
In the press

Media appearances

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Education
8-2016 - 5-2019
Master of Business Administration - MBA
Oral Roberts University
9-2009 - 7-2013
Bachelor of Business Administration - BBA
Central University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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