The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Valerie Schmidt

Valerie Schmidt

Financial Advisor

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Designations

CFP®, ChFC®, CFS®, AEP®, CAP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
CA Insurance #0J18310

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Our Staff

Tracie Izumihara

Tracie Izumihara

Assistant

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Roles & Responsibilities

  • Tracie helps clients to coordinate their appointment times with Valerie, she submits items to home office and she follows up with questions that come up.