Ethan Schmidt
Wealth Planner at AlphaCore Wealth Advisory | United States
Ethan Schmidt’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Wealth Planner at AlphaCore Wealth Advisory in April 2023 - March 2024
Financial Planner at Schmidt Financial Group in August 2019 - April 2023
Financial Solutions Advisor at Merrill Edge in August 2016 - July 2019
W. P. Carey School of Business – Arizona State University, January 2012 to January 2016
We believe your financial world deserves a unique approach. Our team of experienced professionals prioritizes your goals, crafting personalized plans that go beyond the ordinary. AlphaCore Wealth Advisory is a Southern-California based, independent registered investment advisory firm with a national presence providing comprehensive wealth planning services and differentiated investment solutions across both public and private markets. Our approach focuses on managing risk, minimizing downside market volatility, and maximizing after-tax returns to help you achieve your financial goals. At AlphaCore, your trust is our driving force – this is the AlphaCore difference, redefining the next generation of wealth management. Let’s work together to uncover your alpha. Important Information: Clicking the “Like” button should not be considered a recommendation or testimonial or endorsement about security, service, product, or any associated person. For additional information about AlphaCore's social media guidelines, please visit: https://alphacore.com/alphacore-social-media/
Discover more about AlphaCore Wealth AdvisoryWealth Advisor @ EP Wealth Advisors | CERTIFIED FINANCIAL PLANNER™
Wealth Advisor at EP Wealth Advisors
(May 2024 – Present)
Beekeeper | Salesforce Administrator | Trailhead Ranger | Talent Stacker | U.S. Army Veteran
Salesforce Administrator at SPC Financial, Inc.
(December 2023 – Present)
Director at Callan Capital | Wealth Management, Financial Planning
Financial Planner at Goldman Sachs Ayco
(September 2026 – September 2026)
Director of Investments at SPC Financial, Inc.
Business Analyst at PROGNOZ
(September 2026 – September 2026)
Partner, Callan Capital
President at Kiwanis Club of San Diego
(September 2026 – September 2026)
Senior Wealth Advisor at AlphaCore Wealth Advisory
Senior Wealth Advisor at AlphaCore Wealth Advisory
(September 2020 – Present)
What is Ethan Schmidt email address?
Email Ethan Schmidt at [email protected] and [email protected]. This email is the most updated Ethan Schmidt's email found in 2026.
What is Ethan Schmidt phone number?
Ethan Schmidt phone number is 847-313-5005.
How to contact Ethan Schmidt?
To contact Ethan Schmidt send an email to [email protected] or [email protected]. If you want to call Ethan Schmidt try calling on 847-313-5005.
What company does Ethan Schmidt work for?
Ethan Schmidt works for AlphaCore Wealth Advisory.
What is Ethan Schmidt's role at AlphaCore Wealth Advisory?
Ethan Schmidt is Wealth Planner
What industry does Ethan Schmidt work in?
Ethan Schmidt works in the Financial Services industry.