Schmidt Financial Management Email Formats

Financial Services • Kirkland, Washington, United States • 1-10 Employees

Schmidt Financial Management Email Formats

Schmidt Financial Management uses 2 email formats. The most common is {first initial} (e.g., j@schmidtfm.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@schmidtfm.com	66.7%
{first name}	john@schmidtfm.com	33.3%

Key Contact at Schmidt Financial Management

Glenda Schmidt

President And Founder

Company overview

Headquarters	3435 Carillon Pt, Kirkland, Washington 98033, US
Phone number	+14258939195
Website	schmidtfm.com
NAICS	52
Keywords	Unified Reporting, Long-Term Financial Planning, A Tech-Fluent Client Experience, Portfolio Research / Construction & Monitoring, Stock Option / Real Estate Analysis, Tax Strategies & Optimization
Founded	2003
Employees	1-10
Socials

About Schmidt Financial Management

You need a Specialist, not a Generalist. If you work in tech, chances are you receive a high level of compensation, which is excellent! But what do you do with that compensation? Choosing Schmidt Financial Management means partnering with a firm that helps clients connect grants to personal goals, avoid pesky tax surprises, and take confident action at crucial junctures. Whether navigating IPOs, stock concentration management, or RSU planning, Schmidt Financial Management is where execs and tech professionals go for financial advice. If these statements describe you, then we are probably a good fit: - You want to spend less time managing your money and more time enjoying life - You value saving money on taxes - You like hyper-personalized financial advice - You work in technology and receive executive compensation benefits - You have $3M or more in investable assets - You are motivated to reach both financial and personal goals Does this sound like you? Then start your Schmidt Financial Management journey today; your future self will thank you! Read more at schmidtfm.com. ------------------------ Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Schmidt Financial Management has 3 employees across 3 departments.

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Number of employees

Funding Data

Schmidt Financial Management has never raised funding before.

Schmidt Financial Management Tech Stack

Discover the technologies and tools that power Schmidt Financial Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

DataTables

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Google Maps

Maps

Tiny Slider

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jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Genesis theme

WordPress themes

jQuery

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HTTP/3

Miscellaneous

PHP

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Calendly

Appointment scheduling

Frequently asked questions

Schmidt Financial Management is located in Kirkland, Washington, US.

You can reach Schmidt Financial Management at +14258939195.

Schmidt Financial Management was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Schmidt Financial Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Schmidt Financial Management

Glenda Schmidt

President And Founder

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