About

Alex Carter, CFP^®

CERTIFIED FINANCIAL PLANNER^® professional
13+ years advising clients
BS Business Entrepreneurship, Oregon State University

My Approach

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 brings every moving piece of your financial life into a single coordinated 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.

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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. Carter Financial Planning, SC Financial Group, and LPL Financial are separate entities. Carter Financial Planning and SC Financial Group are not registered as broker-dealers or investment advisors.

Who I Work With

Situations I know deeply.

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.

The High-Earning Professional

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.

The Business Owner

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 designed to stand on its own, whatever the business does next.

The Growing Family

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.

The Retirement and Legacy Client

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.

Ready to take the next step?

Schedule a discovery call to talk through your situation and see if we are a good fit.