SEC CRD #801-128860
Schmidt Financial Management --> --> --> Theme + Migration = $1489 (Pay for the Theme Only). Learn More. Client Access Schedule Intro Client Access Schedule Intro Schedule Intro Client Access Schedule Intro Client Access Schedule Intro Schedule Intro About Us Who We Serve Services Blog Client Access Schedule Intro Where execs and tech professionals go for financial advice Equity vests. Careers shift. Markets move. Complexity grows. That’s why we bring everything together—so your financial life doesn’t feel scattered. Schedule Intro Connect your grants to goals Fully integrate your company stock into your portfolio and planning Avoid tax surprises Real time tax updates to keep you, your advisor, and CPA on the same page Take action Make financial decisions confidently with Schmidt as your trusted guide Managing approximately $450M for employees at NASDAQ MSFT NASDAQ META NASDAQ AMZN NASDAQ GOOG NASDAQ AAPL NASDAQ DUOL NASDAQ DBX NASDAQ LYFT NYSE GM NYSE UBER NYSE TWLO NYSE SNAP PRE-IPO STRIPE NASDAQ MSFT NASDAQ META NASDAQ AMZN NASDAQ GOOG NASDAQ AAPL NASDAQ DUOL NASDAQ DBX NASDAQ LYFT NYSE GM NYSE UBER NYSE TWLO NYSE SNAP PRE-IPO STRIPE PRE-IPO TIKTOK Disclaimer Disclaimer: Assets listed were generated 4/1/2024. AUM is always subject to fluctuation based on market activity. Schmidt Financial Management is not affiliated with, nor endorsed by, any company listed on this website. The inclusion of companies is for informational purposes only and does not imply an agreed-upon ser
PAUL COX
CCO
📞 (425) 893-9195
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AUM
$498M
Location
KIRKLAND, WA
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