Ethan Schmidt, CFP®, CRPC®

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/ Catalyst Wealth Management 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 Catalyst Wealth, 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.

Other Catalyst Team

Our experience team encompasses over 70 years of experience. We are comprised of Certified Financial Planners, Registered Investment Advisors, Chartered Financial Consultants, Chartered life Underwriters, and Chartered Retirement Planning Counselors.

Sandy Schmidt CFP®, ChFC®, CLU®
Founder and Chairman