About Us

Charles Hoyt A. "Alex" Altizer, RICP

Retirement Planning Specialist
Phone: 804-287-0234
Mobile: 757-266-8484
Fax: 804-285-3134

C.H. ALEXANDER “ALEX” ALTIZER, RICP®

Retirement Planning Specialist

Financial Consultant

 

C.H. Alexander “Alex” Altizer is a Financial Professional with Equitable Advisors. He has been in the financial services industry since 1996, having joined Equitable Advisors, in 2005. Alex is a member of the Paramount Planning Group, The ARC-Agents Reinsurance Group, RAIFA/NAIFA, and repeat Qualifying Member of the Million Dollar Round Table (MDRT).

Alex is a graduate of the University of Richmond, E. Claiborne Robins School of Business, The George Washington University-MSC Program for Project Management, and holds designations from the American College. He has been awarded the Retirement Planning Specialist title through Equitable Advisors, based upon the completion of the Certification in Retirement Planning from the Wharton School, University of Pennsylvania.

He is an elite member of financial professionals, nationwide, to complete the AXA-Wharton Retirement Planning Education Program which focuses on the following:

·         Understanding the Retirement Marketplace

·         Identifying, Mitigating and Insuring Retirement Risks

·         Qualified and Non-Qualified Plans and their Roles in Retirement      Planning

·         Medicare and Social Security – Dealing with Institutional Risk

·         Asset Allocation and Diversification

·         Real Estate in the Retirement Portfolio

·         Estate Planning and Tax Issues in Retirement

Alex focuses on providing financial services and strategies to individuals and businesses. He enjoys developing and implementing customized financial strategies, retirement and protection solutions, employee benefit programs and values “Helping business owners protect, preserve and pursue more value from their business, more tax efficiently!” ®

Alex is actively involved his community and in the financial services industry. He serves as a mentor to others in business, as well as, new financial advisor representatives. In the past he served as the Secretary of Executive Exchange. In 2017, he was inducted into the Equitable Advisors Hall of Fame and has been recognized and awarded for achievements, such as Circle of Excellence 2012-2017, National Leaders-NLC, Outstanding Equitable Contributor-2010, and Equitable Hallmarks I & II.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania

 

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Norfolk Office<BR>555 E. Main Street, Suite 800<BR> Norfolk, VA 23510 <BR> <BR> Richmond Office<BR>7231 Forest Avenue, Suite 300<BR>Richmond, VA 23226 <BR> <BR> Wakefield Office<BR>631 N. County Drive<BR>Wakefield, VA 23888 is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna)

Chares Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. Equitable Advisors is the brand name of AXA Advisors, LLC.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Capital Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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