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Lexi Schmidt, Cdfa® Email & Phone Number

Wealth Advisor at Beacon Pointe at Beacon Pointe
Location: Denver, Colorado, United States 8 work roles 1 school
1 work email found @bpadvisors.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email a****@bpadvisors.com
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Current company
Beacon Pointe
Role
Wealth Advisor at Beacon Pointe
Location
Denver, Colorado, United States
Company size
186 employees

Who is Lexi Schmidt, Cdfa®? Overview

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Quick answer

Lexi Schmidt, Cdfa® is listed as Wealth Advisor at Beacon Pointe at Beacon Pointe, a company with 186 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at bpadvisors.com and a matched LinkedIn profile for Lexi Schmidt, Cdfa®.

Lexi Schmidt, Cdfa® previously worked as Wealth Advisor at Beacon Pointe and Senior Associate Wealth Advisor at Beacon Pointe. Lexi Schmidt, Cdfa® holds Bachelor'S Degree, Marketing from Florida State University.

Company email context

Email format at Beacon Pointe

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*@bpadvisors.com
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Profile bio

About Lexi Schmidt, Cdfa®

According to StrengthsFinder by Gallup, my top 5 strengths are Responsibility, Adaptability, Developer, Connectedness, and Arranger.I currently work as a Senior Associate Wealth Advisor with the Beacon Pointe Denver office and am responsible for client wealth management and helping to expand Beacon Pointe's presence in Denver. I focus on managing wealth for both individuals and families through customized solutions with financial planning and investment management. I am actively taking on new clients and managing client relationships, helping them to determine and achieve their unique financial goals through a holistic approach to wealth management. I began my career in product marketing and sales for a NYC based startup. I then worked as a product manager for a private labeling company and handled products through each phase of market research, creation, and production to ultimately marketing and selling them. Prior to joining Beacon Pointe, I began my career in financial services as a Client Service Associate for Northstar Investment Advisors. I obtained my Series 65 license in 2021, Certified Divorce Financial Analyst (CDFA) designation in 2023, and am currently working towards obtaining a Certified Financial Planner (CFP) designation through Northwestern University.

Listed skills include Marketing, Product Development, Merchandising, Matlab, and 15 others.

Current workplace

Lexi Schmidt, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Wealth Advisor at Beacon Pointe
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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8 roles

Lexi Schmidt, Cdfa® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Beacon Pointe

Denver, Colorado, United States

Apr 2024 - Present

Senior Associate Wealth Advisor

Beacon Pointe

Denver, Colorado, United States

Apr 2023 - Apr 2024

Associate Wealth Advisor

Beacon Pointe

Denver, Colorado, United States

Aug 2021 - Apr 2023

Client Service & Portfolio Management Associate

Northstar Investment Advisors Llc

Greater Denver Area

Northstar Investment Advisors merged with Beacon Pointe in August of 2021.

Mar 2019 - Aug 2021

Product Manager

Fine Expectations, Llc

Remote

  • Responsible for product expansions from concept to launch.
  • Analyze opportunities by cross referencing product demand with the competition and opportunity score utilizing Jungle Scout.
  • Once an opportunity is discovered, seek out potential overseas manufacturers.
  • Analyze potential manufacturers to ensure they are capable of meeting our customized product requirements before receiving samples to evaluate.
  • After sample evaluation, begin the design and differentiation process by choosing the proper colors and logo.
  • Negotiate and place order with exact product specifications.
Jun 2017 - Mar 2019

Hairstory Guide

Hairstory

Greater New York City Area

  • Hairstory Guide/Growth Manager*Fully responsible for over 150 new accounts
  • Worked with each account in their first 3 months as a customer.
  • Provided guidance and education
  • Discussed their goals and helped develop a plan to meet those goals.
  • Forecast hairdresser clients and plan products for them
  • Review their client base and how to maximize profits using Hairstory
Dec 2016 - Dec 2017

Sales Intern

Zac Posen

Greater New York City Area

-Given responsibilities by Zac Posen Collection Account Executive while away for shows.-Gathered all samples needed to go to specific trunk shows across the country. -Coordinated with production and public relations to gather samples. -Shipped each sample to its specific location each day. -Created an organized and coded spreadsheet system, utilized by.

Jan 2016 - Jun 2016

Intern

Kerr & Downs Market Research

Tallahassee, Florida Area

  • Organized and analyzed important client data into the appropriate spreadsheets, and created detailed client reports based on this data.
  • Consistently produced positive results in the interpretation and reporting of survey findings for the benefit of clients.
Aug 2014 - Dec 2014
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

MR Molie Rosing Molie Rosing Colleague at Beacon Pointe Menlo Park, California, United States, United States View → TD Tommy Derrick Tommy Derrick Colleague at Beacon Pointe Greenville, South Carolina, United States, United States View → DY Danielle Yoshida Danielle Yoshida Colleague at Beacon Pointe Sunnyvale, California, United States, United States View → JB Jill Broder Steinberg, Mba, Cdfa® Jill Broder Steinberg, Mba, Cdfa® Colleague at Beacon Pointe Bala-Cynwyd, Pennsylvania, United States, United States View → JS Jenny Sobrevilla Jenny Sobrevilla Colleague at Beacon Pointe Scottsdale, Arizona, United States, United States View → RK Renee Katz Renee Katz Colleague at Beacon Pointe Lake Elmo, Minnesota, United States, United States View → EM Elizabeth Mitchell Elizabeth Mitchell Colleague at Beacon Pointe Newport Beach, California, United States, United States View → GG Gregory Gionfriddo Gregory Gionfriddo Colleague at Beacon Pointe North Port-Sarasota Area, United States View → TM Tamara Mumm Tamara Mumm Colleague at Beacon Pointe Hudson, Wisconsin, United States, United States View → ET Emily Turner Emily Turner Colleague at Beacon Pointe Newport Beach, California, United States, United States View →
1 education record

Lexi Schmidt, Cdfa® education

FAQ

Frequently asked questions about Lexi Schmidt, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Lexi Schmidt, Cdfa® work for?

Lexi Schmidt, Cdfa® works for Beacon Pointe.

What is Lexi Schmidt, Cdfa®'s role at Beacon Pointe?

Lexi Schmidt, Cdfa® is listed as Wealth Advisor at Beacon Pointe at Beacon Pointe.

What is Lexi Schmidt, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @bpadvisors.com for Lexi Schmidt, Cdfa® at Beacon Pointe.

Where is Lexi Schmidt, Cdfa® based?

Lexi Schmidt, Cdfa® is based in Denver, Colorado, United States while working with Beacon Pointe.

What companies has Lexi Schmidt, Cdfa® worked for?

Lexi Schmidt, Cdfa® has worked for Beacon Pointe, Northstar Investment Advisors Llc, Fine Expectations, Llc, Hairstory, and Zac Posen.

Who are Lexi Schmidt, Cdfa®'s colleagues at Beacon Pointe?

Lexi Schmidt, Cdfa®'s colleagues at Beacon Pointe include Molie Rosing, Tommy Derrick, Danielle Yoshida, Jill Broder Steinberg, Mba, Cdfa®, and Jenny Sobrevilla.

How can I contact Lexi Schmidt, Cdfa®?

You can use AeroLeads to view verified contact signals for Lexi Schmidt, Cdfa® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Lexi Schmidt, Cdfa® attend?

Lexi Schmidt, Cdfa® holds Bachelor'S Degree, Marketing from Florida State University.

What skills is Lexi Schmidt, Cdfa® known for?

Lexi Schmidt, Cdfa® is listed with skills including Marketing, Product Development, Merchandising, Matlab, Powerpoint, Microsoft Excel, Microsoft Office, and Social Media.

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