AI & Technology Consulting

Transform Your
Small Business
With AI

20+ years of technology leadership meets cutting-edge AI. I help small and mid-size companies streamline operations, reduce costs, and unlock new capabilities — without the enterprise price tag.

View Services & Pricing About Albert
Albert Lu
CISO · Director of Technology · AI Consultant
20+
Years in Tech
CISSP
In Progress
FINRA
Series 99
FinTech
Specialist
AI Automation Cybersecurity SDLC SQL/Python Compliance
Albert Lu
📜 FINRA Series 99 – Operations Professional
🔐 CISSP (In Progress)
📍 New Jersey – Serving clients nationwide
About

Two Decades of
Technology Leadership

I've spent over 20 years as Director of Technology and CISO at Aurora Private Wealth (formerly CAMAS), building and securing technology infrastructure for a regulated financial services firm from the ground up. I've built proprietary web applications, automated entire business processes, and implemented cybersecurity frameworks that protect critical assets.

Now I'm bringing that same enterprise-level expertise to small businesses that need real results without the overhead of a full-time CTO. AI is no longer optional — it's the difference between struggling and scaling. I help you figure out exactly where AI can save time, cut costs, and create new revenue streams.

My background in financial compliance, database engineering, and cybersecurity means I don't just recommend shiny tools — I help you implement solutions that are secure, compliant, and built to last.

What I Do

Consulting Services

Every engagement begins with understanding your business — then I design solutions that actually fit.

🤖
AI Process Automation

Identify and automate repetitive tasks draining your team's time and your budget — from document processing to customer communications.

  • Business process audit & AI opportunity mapping
  • Workflow automation (invoicing, data entry, reporting)
  • AI tool selection and integration
  • Custom Python/SQL automation scripts
🔐
Cybersecurity & Risk

Enterprise-grade security practices designed for small business budgets. Protect your data, meet compliance requirements, and sleep at night.

  • Vulnerability assessment & threat detection setup
  • Security policy development
  • Vendor risk management framework
  • Employee cybersecurity awareness training
📊
Data & Reporting

Turn your raw data into actionable intelligence. From database design to automated dashboards, I make your data work for you.

  • Database design & optimization
  • Automated reporting systems
  • Custom dashboards & KPI tracking
  • Data migration & cleanup
☁️
Cloud & Infrastructure

Move your business to the cloud safely and strategically. Reduce downtime, improve collaboration, and future-proof your operations.

  • Cloud migration strategy & execution
  • Business continuity & disaster recovery planning
  • Infrastructure cost optimization
  • Vendor selection & contract review
💻
Custom Software

Off-the-shelf software doesn't fit every business. I build tailored web applications and tools that solve your specific problems.

  • Web application development (ASP.NET, SQL)
  • Internal tooling & portals
  • Legacy system modernization
  • Full SDLC management
📋
Compliance Technology

Stay ahead of regulatory requirements with technology that automates compliance tracking, record-keeping, and audit preparation.

  • Compliance workflow automation
  • Record retention & archiving systems
  • Audit trail implementation
  • Regulatory reporting tools
Investment

Engagement Options

Three engagement levels — from a focused one-time audit to ongoing partnership as your fractional CTO. All plans include a free 30-minute discovery call.

Starter
AI Jumpstart
Contact for Pricing
One-time engagement
  • 2-hour deep-dive discovery session
  • AI opportunity assessment report
  • Top 3 automation recommendations
  • Tool & vendor shortlist
  • 30-day email Q&A support
Get Started
Most Popular
Growth Partner
Contact for Pricing
Per project / engagement
  • Everything in Jumpstart
  • Full implementation of 1-2 automations
  • Custom scripts or workflow builds
  • Staff training & documentation
  • Security & compliance review
  • 60-day post-launch support
Start a Project
Advanced
Full Transformation
Custom
Multi-phase engagement
  • Everything in Growth
  • Full tech stack evaluation
  • Multi-system integration
  • Custom software development
  • Cybersecurity implementation
  • Dedicated project management
  • Quarterly business reviews
Let's Talk
♻️
Monthly Retainer — Fractional CTO / vCISO
Your ongoing technology partner. Get a set number of hours each month for strategic guidance, security monitoring, vendor management, new AI initiatives, and on-call support. Ideal for businesses that want continuous improvement without a full-time hire. Contracts are month-to-month with a 3-month minimum.
Contact for Pricing
/ month (starting at 8 hrs)
Inquire
How It Works

A Simple, Proven Process

No jargon, no bloated timelines. Just clear steps from first call to measurable results.

01
Discovery Call

Free 30-minute conversation to understand your business, your pain points, and what you're trying to achieve. No pitch, just listening.

02
Assessment

A deep-dive into your current processes, tools, and data. I map where AI and automation can deliver the fastest and highest-value impact.

03
Build & Implement

I build and deploy the solutions — whether that's a custom script, a new workflow, or a full system integration. You're involved every step of the way.

04
Support & Grow

Post-launch support, team training, and ongoing retainer options to keep improving. Your business keeps evolving — so does our work together.

Let's Talk

Ready to Get Started?

Book a free 30-minute discovery call. No commitment, no pressure — just a conversation about what's possible for your business.

✉️
Email
[email protected]
📅
Schedule
Book a Free Call →

Based in New Jersey · Serving clients nationwide