ABOUT ALKHAMIS FINANCIAL
RETIREMENT WEALTH MANAGEMENT
At Alkhamis Financial, we believe managing money during retirement is very different from managing money before retirement. Creating a personalized retirement income strategy takes all of the financial planning elements working together to build a comprehensive plan. Our advisors experience is knowing how to utilize today’s financial planning tools to address your retirement income needs.
We offer objective strategies that manage risk and aim to protect your wealth. The value of a dollar preserved in a market downturn is worth more than the value of a dollar made during a market upturn. A primary objective of our firm is preserving your wealth by avoiding downside losses and protecting capital in bear markets.
We consider it an honor and a privilege to help our clients make sound investment decisions with the goal to enjoy their retirement years.
Chartered Retirement Planning Counselor CRPC®
A Chartered Retirement Planning Counselor℠ or CRPC® designation is a retirement planning credential. This designation shows that a planner has mastered every step of the retirement planning process and create a "roadmap to retirement."
Certified Fund Specialist CFS®
A Certified Fund Specialist is a financial advisor that specializes in mutual funds. A CFS® must pass courses provided by the Institute of Business & Finance. Investors would consider a CFS® if they are seeking advice on selecting a mutual fund.
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THE ALKHAMIS FINANCIAL TEAM
A TEAM APPROACH
Zack Alkhamis is the Founder of The Retirement Wealth Management Group, Branch Manager, and Investment Advisor Representative with LPL Financial. Zack believes that managing money during retirement is very different from managing money before retirement and his primary goal is to help protect his client’s wealth by managing risk. Zack has guided clients through the ups and downs of the financial markets for more than 24 years. Each client’s financial plan is built on their personal needs and goals combined with comprehensive and suitable products. His goal is for his clients to feel the confidence that comes from knowing they have planned for the future and that the details are being taken care of properly. Zack specializes in Pfizer and Zoetis Retirement Benefit Plans.
Zack lives in Texas Corners with his wife Bobbi and has two sons, Zach and Ryan.
Bachelor Degree in Science from Western Michigan University
Certificate Program in Financial Planning from Grand Valley State University
Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning
Certified Fund Specialist (CFS®) from the Institute of Business & Finance
Registrations and Licenses:
Holds securities registrations 7, 24 and 65 through LPL Financial.
Life, Health, Disability and Long-Term Care Insurance
Zachary Alkhamis is our Wealth Management Assistant. Zach’s responsibilities include assisting with client meetings, investment research and portfolio maintenance.
Zach grew up in Portage, MI, and enjoys volunteering, sports and spending time with his family.
Haworth College of Business’ Personal Financial Planning Program at Western Michigan University with honors as Summa Cum Laude
Registrations and Licenses:
Holds securities registrations 7 and 66 through LPL Financial
Resident Life Insurance License
Resident Variable Annuities License
Bobbi Alkhamis brings a wealth of experience to Alkhamis Financial as Operations Manager. Her experience in the financial services industry covers regulatory compliance, advertising compliance and many facets of customer service. Prior to joining our firm, Bobbi also worked for The Upjohn Company, bringing her combined customer service experience to more than 30 years.
Bobbi and her husband Zack have been married for 26 years. They enjoy spending time at the lake with their two sons and family barbeques.
Jackie Warr is our Branch Operations Manager. Jackie is responsible for maintaining organization in schedules, assisting in client review meetings, coordinating public and client events, monitoring social media sites, and day to day client service transactions.
Jackie grew up in Portage, MI, and enjoys being outdoors, drawing and spending time with her family.
Graduate of Western Michigan University where she received a B.S. in Biological Sciences with honors as Cum Laude.
Ryan Alkhamis is our Financial Planning Assistant and holds a Resident Life Insurance Producers license. As an administrative associate, Ryan’s duties include…
- Organizing and preparing comprehensive retirement income plans
- Continuously brainstorming marketing strategies to further promote the organization
- Assisting the Client Service Manager with everyday tasks including client account maintenance
Ryan grew up in Portage Michigan, and enjoys traveling, fishing, and cooking for friends and family.
Graduate of the Haworth College of Business’ Personal Financial Planning Program at Western Michigan University with honors as Magna Cum Laude
Registrations and Licenses:
Resident Life Insurance Producers License
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Georgia (GA), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA), & Wisconsin (WI).
The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.