Ethan Schmidt, CFP®, CRPC
Education & Accreditation
- Bachelor of Science, Finance, Arizona State University W.P. Carey School of Business
- Certified Financial Planner™, Chartered Retirement Planning Counselor
Ethan Schmidt serves as a Wealth Planner for AlphaCore. His primary role is assisting clients in reaching their financial goals by creating comprehensive financial plans. Ethan is client-focused and committed to building long-standing relationships and executing planning techniques. He is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Planning Counselor (CRPC). By holding these certifications, Ethan is a fiduciary and continually develops the industry’s best practices.
Ethan started his career as an advisor at Merrill Lynch Wealth Management. He catered to the mass affluent and ran proprietary planning software to make sure his clients could reach their retirement goals. He became a top advisor in the country by consistently putting his client’s needs first. After three years at Merrill, he joined his own family’s boutique planning firm. He helped build an RIA from the ground up in addition to enhancing his life insurance, tax planning and estate planning abilities.
Ethan and his wife, Victoria, reside in La Jolla, California. He enjoys playing basketball, going to the beach and traveling.