Alfie Tounjian, CERTIFIED FINANCIAL PLANNER™ (CFP®), is the founder and president of the Advantage Retirement Group, a Fort Myers, Florida based financial planning firm specializing in retirement planning, and post-retirement financial solutions. As an advocate for risk reducing solutions, Tounjian educates and assists retirees on strategies to protect and preserve their financial security and plan for an income to last the duration of their retirement years. In an effort to reach and help mature Americans, Tounjian founded The Advantage Retirement Group, ensuring that retirees have the tools and resources they need to live a rewarding retirement. Since founding his practice in 1983, Tounjian has directed the growth of the company to expand into eight states stretching from Pennsylvania to Florida.
With more than a quarter of a century of experience, dating back to 1983, Tounjian understands the importance of planning for a financially secure retirement, life insurance and personal hybrid annuity pension plans. Without a plan, the results could be devastating. Now, more than ever, he sees a greater need for creating consumer awareness and to risk reducing options, and is also reaching out to those quickly approaching retirement, ensuring their financial affairs are in order. Tounjian specializes in IRA rollovers and tax advantageous distributions, wealth protection, advancement and distribution appropriate for retirement, long-term care and life insurance, understanding Medicare, Medicaid and nursing home spend-down rules.
In addition to being a CFP®, Tounjian is also a Registered Financial Consultant (RFC®), Registered Investment Advisor (RIA), and a licensed insurance agent. His involvement with the financial industry extends beyond his education and includes membership to the Financial Planning Association (FPA), a nationally recognized organization comprised of members who have earned the CERTIFIED FINANCIAL PLANNER™ designation and are committed to professional competence, ethical conduct and complete disclosure. He is also a member of the National Ethics Bureau (www.ethicscheck.com), an organization dedicated to transparency, and comprised of members demonstrating the highest ethical standards in business and finance. As part of his community outreach initiatives, Tounjian has served as a guest on WBAL radio, answering live listener call-in questions on the topics of planning and risk reducing strategies. In addition, Tounjian has served as an expert for various financial articles and publications, including The Washington Post.
After college, Tounjian relocated to Maryland where he immediately began his career in assisting retirees with their short and long-term financial planning. Striving to provide the best guidance for mature Americans, Tounjian also offers additional consultation on prescription assistance programs and "Starting Over" counseling for widows and widowers.
A member of the Next Level Church, Fort Myers, Florida he serves on various church committees. He is also an avid tennis player, carrying a 5.0 ranking with the United States Tennis Association (USTA). He has also recently taken on the challenge of golf.
Alfie makes his home in Fort Myers, Florida with his wife Tommie, his son and their boxers Brady and Katie. He commutes regularly to the home office in Eldersburg, Maryland.
The Advantage Retirement Group is independently owned and operated and is not associated with any other company of a similar name.