Alex Offerman 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 we do on behalf of our clients at Model Wealth. Alex is widely considered to be a rising young star in the financial planning profession. He has served on the Board of Directors for the Financial Planning Association of Illinois (FPA-Illinois) from 2018 through 2023, with a two-year role as President (2021-2022). He also served on the advisory task force behind FPA’s 2018 Annual Conference, the world’s single largest gathering of CFP® professionals. In 2019, Alex was chosen as one of just eight industry leaders across th