Transcending Divorce

A division of PA&T Insurance and Financial Services

Who We Are

image of Paul Alberts
PAUL G ALBERTS
Certified Financial Planner™
Certified Divorce Financial Advisor®
MSFS Masters of Science in Financial Services

Paul launched his career in the insurance and financial planning world in 1976, with Wm. H. Thompson & Co. In 1991, he co-founded PA&T Insurance and Financial Services. Throughout his career, while creating financial solutions for his firm’s clients, Paul has consistently maintained his commitment to maintain an exceptional level of professional expertise through participation with professional organizations and in formal educational programs in his profession.

As a division of PA&T, Transcending Divorce is the platform from which Paul provides his clients with financial analysis on divorce issues.

Credentials:
CDFA Certified Divorce Financial Analyst TM 2007
CFP CERTIFIED FINANCIAL PLANNER TM since 1992
MSFS Masters of Science in Financial Services from The American College 1992
CLU Chartered Life Underwriter 1989
ChFC Chartered Financial Consultant 1989
RHU Registered Health Underwriter 1997
REBC Registered Employee Benefits Consultant 1997
RPA Retirement Plans Associate 2001
CRPC Chartered Retirement Planning Counselor 2003
CEBS Certified Employee Benefit Specialist 2006

Professional Affiliations:
Institute for Divorce Financial Analyst
DivorceIllinois.org
Financial Planning Association of Illinois
South Suburban Estate Planning Council
National and Chicago Associations of Life Underwriters
Chicago Southland Association of Health Underwriters – Founding member
National Association of Health Underwriters
The Professional Independent Insurance Agents of Illinois
Independent Insurance Agents of America
International Society of Certified Employee Benefit Specialists