Director of Financial Planning Hope Albu
Upon graduating from the George Washington University with a BA in Political Science in 2003 and a Master’s in Accountancy in 2007, Hope began her career in Washington D.C. with public accounting firms Alvarez and Marsal and then RSM McGladrey. She spent over a decade in both public and corporate tax departments specializing in international and domestic tax.
In 2010, she moved to Colorado to be closer to her family. There she joined various corporate tax departments, including UDR, Western Union, and Johns Manville (a subsidiary of Berkshire Hathaway). Her work included preparing federal and state corporate income tax returns, global income tax provisioning, SEC reporting, and tax consulting. She became an Enrolled Agent (EA) in 2022 which allows her to file tax returns and represent clients in disputes with the IRS.
In 2019, Hope changed careers to follow her lifetime passion – financial planning. She joined Edward Jones as a Financial Advisor and then moved to Personal Capital in the same capacity. In both roles, she developed customized, comprehensive financial plans for clients but did not love the sales aspect of either organization. She just wanted to help clients make the best financial decisions. Her work centered on all areas of planning, including equity compensation, college planning, retirement analysis, portfolio reviews, and, of course, income tax planning.
She joined Peak Asset Management in May 2021 as a Service Advisor, and in 2023 became the 100% remote employee for Holcombe Financial as our Director of Financial Planning. Hope lives and works in Centennial, Colorado, a suburb of Denver.