Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Advantage Retirement Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Alfie Tounjian, CFP®, RFC®Founder and President
Alfie Tounjian, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Financial Consultant (RFC®), is the founder and president of Advantage Retirement Group and founder of Tounjian Advisory Group, LLC. He began his career in the financial services industry in 1983 when, after college, he moved to Maryland and opened his first office.
Alfie coaches his clients to help them take advantage of proprietary programs and strategies that help protect and preserve their financial assets. He values integrity, and he and his staff adhere to strict standards of client care.
Alfie’s techniques are particularly appealing to people who would rather spend time enjoying their lives and retirement, confident in the knowledge that they have a retirement income strategy customized to their needs and goals without their constant attention.
In addition to being a CFP® and RFC®, Alfie is an Investment Adviser Representative, which means he is legally required to act in his clients’ best interest under the fiduciary standard. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses.
Always eager to help, Alfie spends time mentoring other financial professionals as well as coaching his clients and informing the public. He enjoys sharing his financial philosophy on his popular television and radio shows, “Saving the Investor.” Alfie also is a contributing author to Kiplinger.com.
Alfie lives in Fort Myers, Florida, with his wife, Tommie; son, Devon; and their two dogs. Outside of work, Alfie attends Next Level Church in Fort Myers, loves to spend time with his family, plays golf and relaxes on his boat in the beautiful waters of the Gulf.
David PaveyVP Financial Planning
Mary ThompsonMarketing Director
Daniella KowalskiClient Services Coordinator
David Antonucci Client Services Coordinator
David LeboldInvestment Adviser Representative
Allison SmithMarketing Assistant
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