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Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC

Carrie waters schmidt, cfp®, cdfa®, awma®, adpa®, csric

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location of Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRICMadison, Wisconsin, United States
Phone number of Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC+91 xxxx xxxxx
Followers of Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC612 followers

  • Timeline

    Current Company
    Apr 2004 - now

    Podcast Host and Blogger

    Equanimity Wealth Planning and Investing
    Madison, WI

  • About me

    Founder and Financial Planner at Equanimity Wealth Planning and Investing

  • Education

    • College for financial planning

      -
      Ms in financial planning

      Extensive research in: • Taxes (estate, gift, generation skipping transfer taxes, as well as individual tax)• Investment selection and portfolio design- Includes drafting and reviewing Investment Policy Statements• Advanced Strategies in retirement/college funding and estate planning

    • University of wisconsin-madison

      -
      Ba in consumer affairs concentration in consumer affairs and personal finance

      Activities and Societies: Member of Phi Upsilon Omicron (Honors Society of the School of Human Ecology) Coursework and areas of study include:• Corporate business from both the business and the consumer perspective• Corporate risk management • Personal insurance/household risk management • Corporate accounting• Taxes - Estate, gift, generation skipping transfer taxes, as well as individual tax• Business finance• Real estate• Consumer finance• Consumer behavior• Consumer/marketplace dynamics• Marketing • Human resources

  • Experience

    • Equanimity wealth planning and investing

      Apr 2004 - now

      Equanimity means 𝙢𝙚𝙣𝙩𝙖𝙡 𝙘𝙖𝙡𝙢𝙣𝙚𝙨𝙨, 𝙘𝙤𝙢𝙥𝙤𝙨𝙪𝙧𝙚 and 𝙚𝙫𝙚𝙣𝙣𝙚𝙨𝙨 𝙤𝙛 𝙩𝙚𝙢𝙥𝙚𝙧, especially in a difficult situation. Clients look to us when in the middle of the storm to provide just that. Equanimity Wealth Planning and Investing is a boutique financial planning firm focused on comprehensive planning that aligns all the aspects of one's financial picture. This process considers:• Taxation both now and in the future• Investing using the appropriate risk tolerance• Ensuring proper diversification • Social Security claiming strategies• Balancing expenses and income both now and in the futureEquanimity Wealth focuses on working with individuals and families. Most clients are between ages 45 - 70 and often have children or grandchildren they want to protect and provide for. Many clients are able to retire well before their Full Retirement Age of 67, and may only choose to continue working rather than having to work.Financial plans | Retirement Funding | Estate Planning Strategies | Mutual Funds | ETFs | UITs | REITs | Alternative Investments | Life Insurance | Disability Income Insurance | Long Term Care Insurance | Annuities |Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. Show less

      • Podcast Host and Blogger

        Jul 2023 - now

      • Founder and Financial Planner

        Apr 2004 - now

  • Licenses & Certifications

    • Finra series 63

    • Finra series 7

    • Life, health and annuity

    • Long term care

    • Cfp- certified financial planner

      College for financial planning

    • Awma- accredited wealth management advisor

      College for financial planning

    • Certified divorce financial analyst (cdfa)*

      Institute for divorce financial analysts™
      Jul 2022

    • Adpa- accredited domestic partnership advisor

      College for financial planning

    • Csric- chartered sustainable responsible impact counselor

      College for financial planning
      Feb 2019

  • Honors & Awards

    • Awarded to Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC
      InBusiness 40 Under 40 Class of 2021 InBusiness Magazine Feb 2021 The 40 under 40 award recognizes people in the community who show civic and community involvement along with professional accomplishment, all before their forties. Carrie Waters-Schmidt applied for this award. No fee was paid for the nomination, promotion or receipt of this award. This award was independently granted by InBusiness magazine and membership in an organization was not required.
    • Awarded to Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC
      Professional of the Week InBusiness Magazine Feb 2015 Carrie was awarded as the InBusiness Professional of the Week for the week of February 16, 2015. Carrie Waters-Schmidt applied for this award. No fee was paid for the nomination, promotion or receipt of this award. This award was independently granted by InBusiness magazine and membership in an organization was not required.
    • Awarded to Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC
      Young Athena Professional Award - Nominee The Business Forum 2010 Carrie Waters-Schmidt was nominated for this award. No fee was paid for the nomination, promotion or receipt of this award. This award was independently granted by The Business Forum and membership in an organization was not required.

  • Volunteer Experience

    • Board President

      Issued by YogAutism on Jun 2018
      YogAutismAssociated with Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC

    • Program Committee Member

      Issued by The Business Forum Madison on Apr 2016
      The Business Forum MadisonAssociated with Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC

    • Board Secretary and later Board President

      Issued by Friends of Madison Mounted Horse Patrol on Jan 2010
      Friends of Madison Mounted Horse PatrolAssociated with Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC

    • Board President

      Issued by The Business Forum Madison on Jul 2022
      The Business Forum MadisonAssociated with Carrie Waters Schmidt, CFP®, CDFA®, AWMA®, ADPA®, CSRIC