About

Charles G. AlkireCURRICULUM VITAE

Charles G. Alkire, CFP®, AIF®, NCG
Alkire Financial Advisory, Inc. – President

As President of Alkire Financial Advisory, Inc., Charles has provided fee-only financial planning services with an emphasis on planning for health-care needs since 2008.

Prior to that time, career highlights included the following:

1971 – 1982 Retail Management in MD, PA, and NY, managing all aspects of a department store operation.

1983 – 2006 Broad Based Financial Planning Practice offering product and planning services to the pre-retirement and retirement communities. Licensed in over 20 states.

2007 National instructor with Financial Planning Instruction, Inc. for the Certified Financial Planner™ designation to teach an intense series of required courses and exam review.

In 1971, Charles graduated from Frostburg University (MD) with a BS degree in History, Secondary Education

CURRENT CERTIFICATIONS AND LICENSURES:
• CFP® Certified Financial Planner™
• AIF® Accredited Investment Fiduciary®
• NCG National Certified Guardian
• CLU® Chartered Life Underwriter®
• ChFC® Chartered Financial Consultant®

INDUSTRY INVOLVEMENT:
• Institute of Certified Financial Planners, Tampa Bay
■ President 1993 – 1995
■ Director 1987 – 1999

• FPA (Financial Planning Association) of the Suncoast
■ President 2000-2002 and 2005 – 2006
■ Chairman 2007 – 2012

• Financial Planning Association (National):
■ Chapter Leadership Advisory Counsel – Liaison to local chapters throughout the U.S.
■ Membership Advisory Group – Team with staff to increase membership on a national  and local level.
■ Communication Task Force – Seek ways to improve relations between local chapters and national organization.
■ Roadmap to Success Task Force – Develop criteria for national recognition award to be given to local chapters.
■ Chapter Leadership Conference – Facilitate training of incoming Presidents and Chapter Administrators at annual conferences. Instructor: CFP® Study Program, Keiser College

Contributor: Fiduciary Training Module, National Guardianship Association

COMMUNITY INVOLVEMENT:
• Rotary Club of Sarasota
■ Member since 1985
■ Board of Directors
■ Rotary Club of Sarasota Foundation Board of Directors

• Boy’s and Girl’s Club

• Give Something Back, Inc:  Thailand School Project

• Foundation for Indigent Guardianship, Inc. 
■ President 2016 – 2017
■ Board of Directors

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Services

Design income and expense projections for retirement planning and post-retirement longevity needs.
Offer objective review of current financial status without the distraction of product sales.
Provide broad-base financial planning for all family members.
Act as an objective financial consultant for those making significant or challenging life changes.
Partner with other professional advisors to provide planning services to fit individual needs.