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About Betty

As a graduate of the University of Minnesota Carlson School of Management and a financial professional with more than 33 years of experience, Betty Albitz has a deep well of experience as a financial advisor.  Betty works with individuals, couples, and small business owners to decrease their anxiety and increase their confidence in managing their finances. Betty’s goal is to help her clients separate investing fact from fiction so they can make well-considered financial decisions and focus on planning for life.

“My greatest professional satisfaction is seeing my clients relax and become confident about their ability to achieve their financial goals,” notes Betty. “It’s such a pleasure to work with clients over time, updating their financial plan as their circumstances change so they can stay on the path to the future they envision for themselves and their families.”

Betty and her husband Daniel reside in Edina. They have four grown children and enjoy following the University of Minnesota Gopher sports, attending Twins games, visiting new breweries and watching movies. They are active in the Edina community and St. Patrick's Catholic Church. Betty is a member of The Women's Foundation of Minnesota sponsored charities.

Professional Certifications and Memberships

  • ChFC – Chartered Financial Consultant

A Chartered Financial Consultant is a professional designation representing the completion of a comprehensive course consisting of financial education, examinations, and practical experience. Chartered Financial Consultant designations are granted by the American College upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter

The Chartered Life Underwriter (CLU) is widely regarded as the gold standard of life insurance professionals and insurance planning. Holders of the Certified Financial Planner (CFP) designation will often add CLU to their credentials to demonstrate additional subject-matter expertise. Individuals must pass a series of courses and examinations to receive the designation.

  • Million Dollar Round Table ("MDRT") member. MDRT is an independent association. Membership is based solely on insurance production and does not qualify a financial professional to provide investment recommendations or advice. 
  • Ed Slott’s Master Elite IRA Advisor Group LLC member. Ed Slott’s is a group of financial professionals who engage together to share industry knowledge, cutting edge expertise. 
  • Member – LPL Women’s Advisory Network.