Alex Offerman CFP®

President

Model Wealth, Inc.
Affiliated Chapter

Alex Offerman is a Financial Planning Associate with Model Wealth, Inc., a Chicago-based Registered Investment Advisor. He specializes in financial planning and investment management for families and small businesses. As an active member of the Financial Planning Association, Alex has served on numerous committees and in 2018, he became Director of Partnership for FPA of Illinois. 

Alex graduated from Aurora University and finished his Certified Financial Planner course work through the College of Financial Planning. Outside of the office, he enjoys reading, is an avid golfer, and a University of Michigan enthusiast. He resides in Joliet, IL with his fiancée, Abby and their dog, Lola.