7900 Kirkland Court
Portage, MI 49024
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.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
THE ALKHAMIS FINANCIAL TEAM
A TEAM APPROACH
Zack Alkhamis
Founder of Alkhamis Financial, Branch Manager, and Investment Advisor Representative with LPL Financial. Knowing when and how to retire is one of the most important financial decisions a person will make. I want my clients to feel comfortable and confident knowing that their financial future is being well planned for and all the details are being taken care of. For the past 30 years I have helped clients prepare for retirement and as they retire, I have helped them generate a retirement income that seeks to lasts a lifetime.
Education:
Bachelor Degree in Science from Western Michigan University
Certificate Program in Financial Planning from Grand Valley State University
Designations:
Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning
Certified Fund Specialist (CFS®) from the Institute of Business & Finance
Certified Income Specialist (CIS®) from the Institute of Business & Finance
Certified Estate and Trust Specialist (CES®) 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
Ryan Alkhamis
Financial Planning Assistant. Ryan has obtained the CFP® designation, awarded to individuals who have met standards for experience, knowledge and ethical conduct in financial planning. Financial planning starts by identifying and prioritizing objectives, gathering information, analyzing information, proposing solutions and implementing the plan. Retirement plans include income planning, investment planning, protection planning and estate planning. Putting these pieces together is what makes your plan personal.
Education:
Graduate of the Haworth College of Business’ Personal Financial Planning Program at Western Michigan University with honors as Magna Cum Laude
Designations:
CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning
Registrations and Licenses:
Holds securities registrations 7 and 66 through LPL Financial
Resident Life Insurance Producers License
Resident Variable Annuities License
Zachary Alkhamis
Wealth Management Assistant. Financial markets can be challenging and difficult to understand. My market analysis and research help us navigate market uncertainties and allows us to make sure your hard-earned money is invested in the appropriate combination of investment vehicles. Creating your investment portfolio requires extensive market research and tools so I can continuously make adjustments to reflect your personal risk tolerance.
Education:
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
Co-founder of Alkhamis Financial and Branch Operations Manager. My experience in the financial services industry covers regulatory compliance, advertising compliance and many facets of customer service. I help oversee the business operations and processes that our team utilizes to serve clients. Prior to joining our firm, I also worked for the Upjohn Company, bringing my combined customer service experience to more than 38 years.
Jackie Alkhamis
Client Service Manage. I assist in all aspects of daily transactions, scheduling appointments, opening new accounts, tracking and monitoring incoming transfers and working with home office support to make sure all transactions are handled properly and in a timely manner. I am committed to maintaining strong client relationships by providing incredible customer service.
Education:
Graduate of Western Michigan University where she received a B.S. in Biological Sciences with honors as Cum Laude.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Massachusetts (MA), Michigan (MI), New Jersey (NJ), Ohio (OH), Tennessee (TN), Texas (TX), Virginia (VA), Washington (WA).
The Retirement Wealth Management Group, McAfee Financial Services, DocSpot Financial, Alkhamis Financial Retirement Wealth Management and LPL Financial are separate entities.