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).
For 15 years Charlie Bearce has been delivering great value to clients as a financial advisor, 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 is married with two beautiful boys, lives in Hilton NY, and is heavily involved in local charities such as March for Dimes in his free time.
Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA Insurance License #4112572