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Lanette Schmidt
Gestor de Cartera-Acciones en Blankinship & Foster LLC .
Perfil
Ms. Lanette K.
Schmidt is a Financial Advisor at Blankinship & Foster LLC.
She joined in 2015.
As financial advisor, she helps clients in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.
Also she is a member of the Financial Planning department, she analyzes client financial needs and situations and develops strategies to help clients reach their life goals.
She also helps develop best practices and processes for our financial planning work, and for our systems and software.
Before joining Blankinship & Foster, Ms. Schmidt spent 15 years as a Senior Project Manager implementing strategic, large-scale pharma and biotech information technology systems.
She leverages this experience in developing comprehensive financial plans for individuals and families.
She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Cargos activos de Lanette Schmidt
Empresas | Cargo | Inicio |
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Blankinship & Foster LLC
![]() Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Gestor de Cartera-Acciones | 01/10/2015 |
Formación de Lanette Schmidt.
Drake University | Masters Business Admin |
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas privadas | 1 |
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Blankinship & Foster LLC
![]() Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Finance |
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