Alex is co-founder of Model Wealth and a Senior Financial Planner with the firm. He serves as the point person and lead planner for a great deal of the project work done on behalf of their clients. Alex is widely considered to be a rising young star in the financial planning profession. In 2018, he was voted to the Board of Directors for the Financial Planning Association of Illinois (FPA-Illinois), serving as its Director of Partnership. He would later be asked to join the advisory task force behind FPA’s 2018 Annual Conference, the world’s single largest gathering of CFP® professionals. Alex has served on numerous other committees for FPA®, has been asked to speak in front of the financ


Alex Offerman
Senior Financial Planner
Model Wealth
United States, Illinois, Chicago
About Me
Profile Information
Senior Financial Planner
Model Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Aug 25, 2025
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