Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education


  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • AEP® Accredited Estate Planner®
  • CAP® Chartered Advisor in Philanthropy®

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Community participation

Ameriprise financial advisor, Valerie Schmidt, received the Ameriprise Community Impact Award for her volunteerism with The Bella Project.

Community Impact Awards recognize advisors who demonstrate passion for strengthening our communities. Valerie was selected because of how she used her creativity and event planning skills to assist The Bella Project with their organizational development. In recognition, Ameriprise awarded $2,500 to The Bella Project.

Strengthening our communities is an important part of the Ameriprise culture and values. In 2012, Ameriprise volunteers donated more than 50,000 hours to more than 5,000 nonprofits nationwide.


President of The Bella Project, a nonprofit that provides a dress, pair of shoes, accessories and make-up to low income, critically ill or special needs high school girls.

Past President of West Honolulu Rotary Club, a nonprofit that hosts the David Malo award honoring a person of Hawaiian ancestory who has made a positive impact on the Hawaiian community. The West Honolulu Rotary also promotes Peace Day and provides dictionaries to several public schools in the Honolulu area.

Member of Hui O'Laulima, subsidiary of the Hawaii United Okinawan Association. Hui O'Laulima promotes the Okinawan Culture through sharing culture & providing grants.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.