About
Alex Carter, CFP®
Financial planner in Bellevue, WA. Comprehensive planning that coordinates tax, investments, retirement, and estate strategy into one plan.
My Approach
Financial complexity, turned into a clear strategy.
I am a CERTIFIED FINANCIAL PLANNER™ professional working with successful individuals and families who want financial complexity turned into a clear strategy and precise execution. I have spent my career at SC Financial Group with one focus: comprehensive planning that coordinates every moving piece of your financial life into a single intentional plan.
My work spans the decisions that carry the most weight. Retirement timing and income strategy, multi-year tax planning, equity compensation, investment management, insurance and risk, business owner planning, and estate and legacy coordination alongside your CPA and attorney. The value is rarely in any single decision. It comes from how those decisions fit together and whether someone is managing them on an ongoing basis.
I work best with people who want to pursue the full potential of their plan and want a planner who moves first rather than reacting after the fact.
Credentials
CERTIFIED FINANCIAL PLANNER™ professional
13+ years advising clients, all of them at SC Financial Group
BS Business Entrepreneurship, Oregon State University
Check the background of this investment professional on FINRA BrokerCheck.
Firm Affiliation
I practice as part of SC Financial Group, an independent financial services practice in Bellevue, WA. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. SC Financial Group and LPL Financial are separate entities.
I am an LPL Financial registered representative and may also act as an Investment Adviser Representative through LPL Financial. Recommendations made in a brokerage capacity are subject to Regulation Best Interest. Recommendations made in an advisory capacity are subject to the Investment Advisers Act fiduciary standard. The capacity in which a recommendation is made will be disclosed at the time of the recommendation.
Ready to take the next step?
Schedule a discovery call to talk through your situation and see if we are a fit.