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Alex Offerman

Senior Financial Planner

Model Wealth

United States, Illinois, Chicago

About Me

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

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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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