Alex Warfel • Financial planning & education
Feel confident about your money
I help busy professionals who earn good money but feel like they are missing something with their finances. Together we turn that vague worry into a clear, realistic plan.I can help you:
• Understand where your money is actually going
• See what is realistic for saving, big purchases, and retirement
• Know what to focus on in the next 12 months
Money Roadmap • $550
One-time, flat fee. You get:
• A 60–90 minute working session
• A 6–7 page written Money Roadmap (snapshot, goals, high-level investment mix, risk and account strategy)
• A short, concrete 12-month action list
• A 45–60 minute review call
About me
I am a CFA charterholder and data and finance professional in Seattle. In my day job I work with data, risk, and long-term decisions, and I bring that same approach to personal finance. I started this small, part-time planning practice to help a handful of people at a time make calmer, more confident decisions about money, without product sales or asset management.
How it works
• Short online questionnaire with your real numbers
• 60–90 minute video session (evening or weekend)
• Written Money Roadmap plus short list of next steps
• 45–60 minute review call
Scope
This is planning and education only. I do not recommend specific securities or manage investments, and I do not sell financial products.
Based in Seattle, Washington • Sessions via video, evenings and weekends
Want a bit more background first? Learn more about me
More about Alex
I’m Alex Warfel, a CFA charterholder and business intelligence engineer based in Seattle. I studied finance and mathematics at Marist College, and I’ve spent my career at the intersection of data and money - building models, dashboards, and tools that support high-stakes financial and business decisions.I currently work at Amazon as a Business Intelligence Engineer in last mile logistics, where I build analytics and data products that help the company decide how to staff, hire, and allocate resources. Before that, I worked on venture capital and private markets data at PitchBook, mobility and gig economy data at Gridwise, and financial modeling for life insurance portfolios early in my career. The common thread is using data and careful analysis to understand risk, tradeoffs, and long-term outcomes.Outside of my day job, I’ve always gravitated toward personal finance and education. I’m the founder of Rainier FM, a personal finance modeling project focused on using forecasting to improve retirement, investment, tax, debt, and home purchase decisions. I also co-founded SnoQap, a nonprofit that published student writing on finance, economics, and politics, and I’m an Eagle Scout - which mostly means I like long-term projects and following through.In this planning practice, I’m not trying to build a big firm. I work with a small number of people on one-time Money Roadmaps, using the same analytical mindset I apply at work, but translated into plain language and focused on your household. My goal is to help you make clearer, more confident decisions about your money, while staying firmly in a planning and education lane - no product sales, no stock tips, and no investment management.Return home, or check out my LinkedIn