Capital Financial Group

CONNECT

Address:

555 E. Main Street Suite 800
Norfolk, VA 23510

Phone:

757.461.2210

Charles Hoyt A.

Charles Hoyt A. "Alex" Altizer, RICP

Retirement Planning Specialist

C.H. ALEXANDER “ALEX” ALTIZER, RICP®
Retirement Planning Specialist
Financial Consultant

 

C.H. Alexander “Alex” Altizer is a tenured Financial Professional with AXA Advisors, LLC. He has been in the financial services industry since 1996, having joined AXA Advisors, LLC, 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 AXA 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 specializes in 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 AXA Advisors Hall of Fame and has been recognized and awarded for achievements, such as Circle of Excellence 2012-2017, National Leaders-NLC, Outstanding AXA Contributor-2010, and AXA Hallmarks I & II.

Securities offered through AXA Advisors, LLC (NY, NY 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. Capital Financial Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE 133123 (1/18) (Exp.11/20)


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 804-287-0234
Fax 804-285-3134
Mobile Phone 757-266-8484
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck