Alicia Singer

About Alicia Singer

Founder and principal financial advisor at Singer Wealth Management (SWM)Chartered Financial Consultant (ChFC®)Certified Divorce Financial Analyst (CDFA®)As a Wealth Manager, my mission is simple: I am committed to educating and empowering people who have been overlooked and underserved by traditional financial models so that they can grow and protect their wealth on their own terms and lead a beautiful financial life.I believe in financial independence with the freedom to thrive.After years spent as a financial advisor in top wealth management firms, I created SWM as an alternative to the dominant, male-oriented investment culture. I wanted to do things differently — and do them better. I wanted to remove the overwhelm, confusion, and vulnerability of navigating life’s twists and turns without meaningful financial support and guidance.Now, as the founder of a private, progressive wealth management firm based in Seattle, WA, and soon to be in Portland, OR, I offer strategic financial planning and transparent wealth management services for clients from diverse backgrounds and communities who want to live fully and joyfully. I help my clients prioritize and protect their wealth and well-being by offering clear and substantive informationI provide strategic guidance so they can build and protect their wealth in a way that is aligned with their values and nourishes their unique aspirationsI offer insight, support, and security to help them navigate difficult and often-overwhelming life moments like career change, divorce, and inheritance As a PAC NW native, I am also committed to supporting the communities and environment where I live. I support impact- and values-based investing to advance cultural diversity, environmental protection, and social justice. I believe that by helping our community members make wise wealth management decisions, our communities become more vibrant and healthier for all. A strong wealth ecosystem includes all of us working in common to support our community members’ individual values and priorities.Let’s connect!

Experience

1. Principal and Private Wealth Manager

   Singer Wealth Management, Llc

   Apr 2019 — Present · Seattle, WA, US

Education

• University of Colorado Boulder

  Bachelor of Arts

  1996

• The American College of Financial Services

  ChFC®, Finance and Financial Management Services

• Institute for Divorce Financial Analysts™

  CDFA®, Finance and Financial Management Services

  2018 — 2018

• College for Financial Planning

  Certified Financial Planner™ Certification Professional Education Program, Finance and Financial Management Services

Skills

• Wealth Management
• Estate Planning
• Finance
• Retirement Planning
• Succession Planning
• Investments
• Retirement
• Strategic Financial Planning
• Financial Advisory