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Alexa Schmidt

Professional Background

Alexa is a Planner at Columbia Pacific Wealth Management. She works closely with our Lead Advisors focusing on financial planning and portfolio management.

Prior to joining CPWM, Alexa was a Wealth Management Professional and then a Wealth Advisor at Goldman Sachs for over 5 years where she worked with ultra-high net worth clients in helping curate their portfolios to meet their financial objectives. Early in her career, Alexa was a credit analyst and commercial lender for a commercial real estate bank in Chicago. Alexa holds the Series 7 and Series 66 licenses. 

About

Alexa is originally from Chicago. She graduated with a bachelor’s degree in Political Science and Women’s Studies from the University of Michigan with Honors and competed for their Division I Women’s Rowing Team. In her free time, Alexa enjoys running, cooking, baking, and reading.

Influencer

“When you talk, you are only repeating what you already know. But if you listen, you may learn something new.”

– The Dalai Lama