Al Sosa, CLU, LUTCF
Managing Director & Financial Planner
As a financial planner for over 30 years, I have truly enjoyed the blessing of helping clients achieve what sometimes seemed impossible. From a start-up business owner wanting to retire with a lifetime income, to a young couple with a newborn baby wanting to plan for future college costs, that’s what it’s all about. As Managing Director for the last 17 years, I have the passion to not just help our clients, but to give back to the financial industry. Through recruiting talented individuals, I'm able to develop them to become dedicated financial professionals for the future. I am grateful to God each day for the opportunity to help individuals and businesses with their financial journey to success.
- Managing Director for over 17 years
- Financial Advisor/Planner for 35 years
- Quality Award recipient
- Million Dollar Round Table Member*
- Married for 35 years with two daughters
- Enjoys fishing, hiking, and traveling with the family
- Resident of Raleigh, NC
*Membership Based on Sales Criteria
Alfred is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC.
Alfred offers securities in North Carolina and is insurance licensed in North Carolina.
