Mr. Alfie M. Tounjian, CFP®
Year CFP® Certification Received: 2006
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care, Retirement Planning, Wealth Management
Typical Client Profile
Average Net Worth: $1,000,001 - $5,000,000
Average Income: $100,001 - $250,000
Average Age: 45-54, 65-74, 55-64, 75 or older
Profession: Not Applicable
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