How can we address the unique financial planning needs of executives and technology professionals with equity grants?
Life is a series of intersections, and we believe the most impactful ones occur when needs align with expertise. Since day one, we’ve dedicated ourselves to guiding high-net-worth individuals and families seeking to optimize their lucrative equity grants. With more than three decades of combined experience working with executives and technology professionals, you can trust Schmidt Financial Management to craft your financial plan with care. Overseeing benefits strategy, providing impartial advice, and being attentive to clients truly is where our expertise intersects with your needs.
For more than a decade, Evan has served as a guide to executives and technology professionals looking to intelligently diversify their employer stock.
Having benefited from RSUs, he understands that large financial decisions can be stressful, resulting in approach-avoidance. He enjoys working with his clients to create a clear plan of action that enables them to move forward without second-guessing.
Evan holds an MBA from The Fuqua School of Business at Duke University and is a CERTIFIED FINANCIAL PLANNER™.
For 15 years, Dominic worked at Deloitte and Touche as an advisor to Fortune 500 tech executives seeking corporate financial process coaching and best practices.
After realizing that many of those clients struggled with single stock concentrations, he decided to shift gears. Today he focuses on that same clientele, helping them to make intelligent and confident personal financial decisions.
Dominic holds a Master of Accountancy from Gonzaga University and is a licensed Certified Public Accountant (WA 26867).
Schmidt Financial Management’s history began as an S Corp founded by Glenda with a pioneering vision: establish an independent, fee-only advisory firm for households with equity grants. The firm’s recent growth includes Schmidt Financial Management’s transition to an RIA. Glenda is immensely proud of the legacy she created and the role she played in it.
Currently, Glenda is focusing on mentoring a new generation of firm ownership and sharing her valuable insights into the industry. This brings her great joy and satisfaction.
STEP 1
Schedule an intro
STEP 2
Fill out a questionnaire
STEP 3
Connect over Zoom
