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portrait of Kori L Albi
FINANCIAL ADVISOR

Kori L Albi

ABFP™, AAMS™
1494 W Ustick Road Suite 130, Meridian, ID 83646opens in a new window
Accepting New Clients
CallSend Me a Message

About Kori

Being a Boise native, I am grateful to be able to serve the people of the great state of Idaho. I have over a decade of customer service and management experience in the healthcare industry as a registered nurse and remain passionate about customer service and education. I fully embody the idea that my clients are at the heart of everything I do, and they deserve a human centered approach that is concentrated around their specific goals and needs.

When I am not at the office, you will find me enjoying the great outdoors with my husband and two young...

Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • College Savings
  • Portfolio Reviews
  • Wealth Strategies
  • Intergenerational Planning

Work History

  • Edward JonesMarch 2017 to Current
  • St. Alphonsus Regional Med CtrSeptember 2011 to April 2022

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Lewis-Clark State CollegeBachelor of Science

Personal Interests

  • Golfing
  • Spending Time with Family
  • Pickleball
  • Skiing
  • Traveling

Team Members

  • Dawn Bellante
    Sr. Branch Office Administrator
  • Kylie Koch
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(208) 888-9944

Fax

(855) 313-6326

Office Address

1494 W Ustick Road Suite 130
Meridian, ID 83646opens in a new window

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