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Alexander Lynch, CFA
We help those who are close to or in retirement, plan for success
Areas of Focus
- Estate Planning
- Inherited Wealth
- Investment Management
- Living in Retirement
About MeHey there!
I'm a Seattle Financial Advisor who brings a unique level of passion and experience to the Jarvis Financial team, especially as it relates to our most important duty:
Making sure clients never run out of money.
I'm a proud graduate of the University of Washington, a Chartered Financial Analyst (CFA®), Accredited Wealth Management Advisor (AWMA®), and Eagle Scout. Although I'm still working on improving my golf game, I've perfected delivering actionable straightforward guidance to clients.
When not at work, my wife Chelsea and I are passionate Huskies (longtime season ticket holders) and Seattle Sports Fans. We love to travel all over the world (married in the Bahamas), stay active outdoors, and enjoy all the beautiful waterfront activities the Pacific Northwest has to offer.
I'm also passionate about financial literacy and education. In fact, here are a few recent guides we have written to help retirement savers make smart decisions with their money:
- Washington State Capital Gains Tax: The 7 Things You Need to Know
- The Top Social Security Questions Answered
- The Most Common Retirement Mistakes
I look forward to connecting!
~Alex Lynch, CFA®, AWMA®
- Accredited Wealth Management Advisor (AWMA)
- Chartered Financial Analyst (CFA)
- CFA Institute
- Financial Planning Association
33308 13th Pl S Suite 3, Federal Way, WA 98003
- Video Conference
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meetingInitial Phone Meeting:/ Before committing your time or ours, our first15-minute phone meeting will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Offers Investment Management
About our FirmAs your advisor, our job is to give you answers to your financial questions, in plain English, so that you can make educated and informed decisions about your retirement.
University of Washington
Hobbies and Interests
- Eating Out
Who We Serve
- Baby Boomers
- Business Owners
- Healthcare Professionals
- Living in Retirement
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