Alex Fitch
Alex Fitch

Financial Consultant

P: (425) 429-3106

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Alex Fitch

When I started my first vacation job, my mother made me contribute half my summer earnings to a ROTH IRA account. I wasn’t happy at the time, but I sure am happy now. The choice that is best for you is rarely the easiest one in the moment.

Life doesn’t come with a rule book – there are all types of puzzles built into it that I like to solve in efficient ways. The financial and mathematical puzzles are the ones I find most fascinating, and using this to make a positive impact in people’s lives is what keeps me energized.

Personal finance and investing are critical to the success of every family, and I’ve spent years tutoring and guiding in subjects ranging from self-defense to quantitative analysis: I bring this experience to help families optimize their financial trajectories. My clients include software engineers and engineers, people nearing retirement, and anyone who needs to illuminate their financial picture – especially those with scattered accounts at multiple institutions.

Before seeking my advice, many were saving in inefficient ways: they had undefined goals, inefficient account types & allocations, and were missing out on maximizing their benefits. Some were using a taxable account when they should have used a tax-advantaged type, and none had anyone who cared enough to explain how their puzzle pieces fit together. 

It is my goal to make sure the families I work with are brilliantly prepared for the future. At WestStar we call this “prosperity” –   knowing where you’re going, and how best to get there. Each client has a different path, with unique barriers to their own version of success and in helping them jump their barriers, I cater to their learning styles and their level of investment experience.

Designing a financial roadmap can be confusing and overwhelming. With clear communication and collaboration it becomes exciting and extremely rewarding. We start with analysis, work our way towards portfolio design, and continue with ongoing reviews and frequent adaptations when needed. 

Through this holistic planning process we deal with the prioritization of savings, portfolio balancing, identifying opportunities that have appealing risk/reward ratios, and mitigating taxes. I ensure my clients understand the path ahead and what barriers should be avoided.  I can cover the mechanisms within an investment strategy to a deep degree, and I know the level of detail each client needs.

I hold an MBA from Seattle University, and a professional financial planning designation as a Chartered Retirement Planning Counselor (CRPC). I have authored a book in the field, published by the American Bar Association. Outside of work I like landscaping my back yard and watching groups of wild bunnies hop around. I like to drink coffee too late at night, and to play videogames with friends from all over the globe. I also like to watch star trek while cuddling my pets.

Impressive achievements are not accidental occurrences. If you’re up to the challenge of designing your future, contact me today, and let’s get started!

I like tennis and taekwondo. I also compete in an eSports team. I like the Mass Effect Series, Star Trek and much more within the sci-fi genre. I took time off to work on an animal sanctuary and also volunteered at the zoo. Much of my community is digital and I do what I can to support them as well.

A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal of earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.