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Lexi Schmidt, Cdfa® Email & Phone Number

Wealth Advisor at Beacon Pointe
Location: Denver, Colorado, United States 8 work roles 1 school
1 work email found @bpadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Wealth Advisor
Location
Denver, Colorado, United States
Company size

Who is Lexi Schmidt, Cdfa®? Overview

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Quick answer

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

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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
newport beach, california, united states
Employees
186
AeroLeads page
8 roles

Lexi Schmidt, Cdfa® work experience

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

Wealth Advisor

Current

Denver, Colorado, United States

Apr 2024 - Present

Senior Associate Wealth Advisor

Denver, Colorado, United States

Apr 2023 - Apr 2024

Associate Wealth Advisor

Denver, Colorado, United States

Aug 2021 - Apr 2023

Client Service & Portfolio Management Associate

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.• Create and schedule shipment through our overseas importer, and arrange delivery to selected Amazon Fulfilment Centers.• Create listing page on Amazon Seller Central to highlight product through unique images, detailed product descriptions and offering guarantees.• Develop marketing and advertising initiatives for products.• Set up sponsored advertisements utilizing most used keywords and search terms through Amazon Seller Central.

Jun 2017 - Mar 2019

Hairstory Guide

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• Follow through communications to ensure their full satisfaction.Strategized on how to improve sales and engagement• Executed initiatives, analyzed results and edited approaches. Consistently used data to formulate approaches• Used Exigo to create reports for analysis*Business Support Specialist*Marketing- Create and execute initiatives for maintaining hairdressers and for reaching prospective hairdressers- Participate in creation, execution and analysis of creative content. - Initiatives to bring in and engage hairdressers - Determine market needs and communicate ideas on how to meet these needs to creative team. Excel- Multiple Excel spreadsheets to manage data and maintain organization. - Prospecting and Sales for hairdressers, daily/weekly sales and follow through analysis. Customer Service- Manage relationships with current and prospective customers on a daily basis.- Assist in website testing for optimization, including new UK site.- Work intensively with Exigo direct selling software

Dec 2016 - Dec 2017

Sales Intern

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 multiple departments to display when each sample was shipped, and to where. Managed inventory-Maintained over 1000 units in the inventory spreadsheet for Zac Posen Collection, $880,000 in wholesale and over $2,000,000 in retail. -Tailored the inventory spreadsheet to send to clients, by category and by season. Managed Joor-Created detailed excel spreadsheet with codes to be uploaded into Joor.-Updated styles in Joor as they were changed by the Zac Posen design team.Assisted at Coterie-Chosen to assist the Zac Zac Posen sales team with their responsibilities.-Helped in preparing model in appropriate fashions for potential buyers.-Remerchandised the line after appointments. Participated in Photo ShootAssisted sales teams during Market Week

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 →

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.

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 Connor Pearl, Kara Felten, Kaylynn C., Lance Wexler, and Tommy Derrick.

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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