Certified Financial Planner®
Chartered Financial Consultant®
Alan Charles is a tax and financial advisor with Hewitt Financial Group.
- Bachelor’s of Science in Financial Planning
- CFP Certification Professional Education Program through the College for Financial Planning
- Certified Financial Planner®
- Chartered Financial Consultant®
- Enrolled Agent licensed by the United States Department of Treasury
Member of the Investment Committee of AL Hewitt, Inc., which evaluates and develops investment portfolios and policies.