Alex Carter, CFP® · Bellevue, WA
I am a CERTIFIED FINANCIAL PLANNER® professional. Comprehensive planning for high-earning professionals, growing families, and business owners. Bellevue based, serving clients nationwide.
I practice as part of SC Financial Group, with securities and advisory services offered through LPL Financial.
Alex Carter, CFP®
Financial Planner · 13+ years experience
Who I Work With
These are examples of the people I work with and the complexity I address every week. If you recognize your life in one of them, we should talk.
Good income. Growing family. Still not sure you’re doing the right things.
Dual income, equity comp, two kids, and accounts that have never been looked at together.
Where we start: getting every account, benefit, and savings dollar working toward the same plan.
You’ve done well. The tax exposure keeps you up at night.
Equity compensation, deferred comp, and concentration risk you’ve been putting off.
Where we start: a multi-year strategy for the tax exposure and the concentration risk.
Significant assets. No clear picture of what comes next.
Decades of accumulated wealth, and a real desire to enjoy it without second-guessing every decision.
Where we start: an income plan built to support the life you want and the legacy behind it.
The business is your biggest asset. It’s also your biggest concentration risk.
Most of your net worth tied to the company, and no exit plan yet.
Where we start: a personal financial plan that stands on its own, whatever the business does next.
If your financial life has more moving pieces than it used to, that is the problem I solve.
Services
I coordinate your full financial picture across tax, investments, retirement, and estate planning, so you stay informed without carrying the complexity alone.
A retirement income plan built around your timeline, your tax situation, and the life you want to live.
02Every portfolio is built for your specific situation, not a model.
03Tax strategy built around your situation, not last year's return.
04Coordinated planning across your assets, your family, and your legacy.
05Coverage reviewed in the context of your full financial picture, not in isolation.
06Planning that connects your business goals to your personal financial future.
FAQ
The clients I work with best are usually at an inflection point: a significant income jump, a business sale, a growing family, equity compensation that's getting complicated, or a realization that they've been too busy to give their finances the attention they deserve. If you have the income and complexity but not the time or expertise to manage it well, that's when I tend to add the most value.
The aim of comprehensive planning is a financial structure that keeps pace with your life, where decisions are made deliberately instead of by default. Outcomes depend on markets and your circumstances, and no approach removes investment risk. I work across investments, taxes, retirement, insurance, estate planning, and cash flow as one integrated strategy so nothing important falls through the cracks and you can focus on living well, not managing complexity.
I work with clients in two ways: Financial Planning with Investment Management. An ongoing advisory fee calculated as a percentage of your household advisory assets, billed quarterly. Financial Planning Only. A fixed quarterly fee, with no assets required. The investment management fee scales with the assets I manage. The planning-only fee is based on the complexity of the work. I walk through both structures with you in our first conversations and we determine which one fits your situation.
There is no minimum account size. What matters is whether the work aligns with your situation and needs, and that is what we determine together in the discovery call.
Five focused minutes on where you stand and where you want to go: cash flow, investments, taxes, goals. It brings the most significant areas into focus and gives our first conversation its starting map, so we spend it on the decisions in front of you.
Step 1 of 4 · About You
~5 minutes
Only first name and email are required.
Your responses go directly to Alex and SC Financial Group. Nothing is shared with third parties. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. SC Financial Group and LPL Financial are separate entities.
Employer Specializations
Your benefits package is its own planning problem. I work inside the specific plans, equity programs, and deadlines your employer sets.
Insights
5 min read
The 25% housing rule and how to build a family budget around your biggest expense.
Read article
5 min read
Boeing employees face one of the most consequential financial decisions of their careers. Here are the real trade-offs.
Read article
5 min read
The mega backdoor Roth lets high earners contribute up to $72,000 in 2026 to a Roth account. How it works and who qualifies.
Read articleCheck the background of this investment professional on FINRA BrokerCheck.
Schedule a discovery call to talk through your situation and see if we are a good fit.
Alex Carter and SC Financial Group are not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, Amazon, Google, or any other employer named on this page. Employer benefit details are general descriptions; confirm specifics with your plan documents.