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Charles Bearce, LUTCF, CLTC

Charles Bearce, LUTCF, CLTC

Director of Client Relations, Managing Associate and Financial Advisor

Charlie Bearce is the Director of Client Relations, Managing Associate and Financial Advisor for Alliance Advisory Group, Inc. (AAG).

Since 2008, Charlie Bearce has been delivering great value serving individuals, families, and small business owners, helping them plan ahead for their short-term needs and long-term goals.

 His knowledge and experience in terms of financial planning has always been focused on quality service for clients whom he advises on retirement planning, financial management, disability, long term care, life insurance and other strategic financial planning. Mr. Bearce’s ability to tailor individual planning for each client has set him as a premier resource to clients in the Rochester area.

 Charlie holds a degree in business from SUNY Geneseo. Charlie resides in Hilton NY with his wife Melissa and their two son’s Andrew and James .

Awards:

  • Soaring Eagle Award in 2022
  • Million Dollar Round Table (MDRT) in 2020, 2021, 2022
  • Chairman's Cup Qualifier in 2021 & 2022
  • Client Builder Award in 2020 and 2022
  • Executive/Leaders Club Award in 2014 and 2015
  • Bright house top advisor award in 2009, 2010, 2011, 2012
  • Super Starter award in 2008

Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA Insurance License #4112572