After growing up in a family where there is a strong influence in financial planning, Ethan’s ascendancy was clear. Ethan graduated from the W.P. Carey School of Business at Arizona State University Cum Laude with a degree in Finance and is pursuing his Masters in Personal Financial Planning from the College of Financial Planning.
Ethan joined Schmidt Financial Group after spending several years at Merrill Edge. He worked as a financial advisor assisting clients to achieve their financial objectives, grow assets under management, and built long standing relationships. Ethan’s expertise lies in providing quantitative wealth management strategies with investment, retirement, income tax, insurance and estate planning strategies. At SFG, Ethan’s primary goal is to offer uniquely intelligent solutions to the complexities of financial planning.
Ethan is a Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), licensed insurance advisor and holds securities Series 7 and Series 66 securities registrations with FINRA.