Phone: 386-439-1627
Fax: 386-446-8602
Mobile Phone: 386-986-0330

Charlie Helm was raised in Baltimore, Maryland. He spent most of his adult life in Cleveland Ohio until relocating to Dade City, Florida in 1985. He moved to Flagler Beach in 1989.

Helm began his long, seasoned financial career as a life insurance agent with New York Life in 1958. He went on to join Monarch Life Insurance Company in 1962, where he received his Series 7, FINRA Registration. After a long tenure with Monarch Life Insurance as an independent general agent, Helm began his own company, Helm Financial in January of 1985, where he continued to serve his clients with their life, disability, malpractice and investment needs. Charlie is currently with Voya Financial Advisors

In addition to the longstanding experience and knowledge Charlie Helm brings to Alliance Financial Partners, Inc., he also comes with an impeccable reputation and enduring respect for his service to the Flagler County community. Helm is a proud member of the Flagler Beach Rotary, the Flagler Volunteer Service (RSVP), the Flagler Auditorium Governing Board, the Florida Hospital Foundation, and the Flagler Beach Scenic Highway Friends of A1A. He also served on the board of the Flagler County Chamber of Commerce for six years as well as held the position of Vice President for one year and Secretary for four years. Additionally, Helm is past President of the Estate Planning Council.