“My team takes our qualifications and ongoing education very seriously, but some of our most valuable experience comes from years of listening to our clients articulate their goals and dreams and applying it to a successful financial plan.”
- Matt Schmitt
Matthew Schmitt, Director and Financial Advisor at Baird, has been helping individuals, small businesses and corporations manage their wealth since 1996. He uses his extensive knowledge of investments and private wealth management to develop financial plans for a small group of wealthy individuals from around the country and helps ensure these plans stay on track through a dynamic investment process. Matt takes great pride in putting client interests first and providing exceptional personal service.
In 2007, Matt completed his Certified Investment Management Analyst®SM (CIMA®) designation from the Investment Management Consultants Association through the University of Pennsylvania’s Wharton School of Business. This designation, with its membership and ongoing advanced education requirements, has been recognized as the only financial services credential in the United States to have met an international standard for personnel certification and earn accreditation by the American National Standards Institute. Matt also holds an ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®) designation from the College for Financial Planning.
Prior to joining Baird, Matt distinguished himself within Wells Fargo by earning top Financial Consultant Associate honors two years in a row. He was also a 2004 recipient of the firm’s Circle of Excellence Award, which recognizes the firm’s leading financial advisors. Currently, Matt and his team help manage over one hundred and seventy-three million in financial assets for high-net-worth individuals and companies. Matt is also a member of Baird’s President's Club and has received third-party recognition in Sacramento Magazine by making their list of “Five Star Wealth Managers”.
Matt holds a bachelor’s degree in finance from California State University, Long Beach, where he graduated on the dean’s list. He was also a high school football all-league wide receiver and recipient of the Dr. James Elliott Outstanding Three-Sport Athlete award in Placerville, California, in 1987. Matt's son who graduated from Columbia University and is a 3 time Men's Fencing Sabre National Champion now works beside him. Matt lives on a 20 acre farm in Lincoln, Ca. with his wife April and enjoys golfing, maintaining the farm and traveling with his family.
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