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 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 Equitable-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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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
555 E. Main Street, Suite 800
Norfolk, VA 23510

Richmond Office
7231 Forest Avenue, Suite 300
Richmond, VA 23226

Wakefield Office
631 N. County Drive
Wakefield, VA 23888 is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 804-287-0234
Fax 804-285-3134
Mobile Phone 757-266-8484