Ryan Schmidt
Partner @Palo Alto Wealth Advisors
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WORK HISTORY
Partner @Palo Alto Wealth Advisors
Founded Palo Alto Wealth Advisors to serve the unique needs of tech professionals- Comprehensive investment strategy formulation and implementation - including concentrated stock/option positions, real estate and private investments - Rigorous long-term projection/planning that takes into account the volatile nature of tech equity - Diligent tax optimization across option/restricted stock/401k/charitable giving strategies - Incorporating estate planning and liability protection strategies, as needed Background includes experience in tech and venture capital, as well as BAs and MBA from Stanford University. Served as a financial advisor to those in tech for over a decade, and previously advised tech CEOs as a VC and management consultant. As a registered investment advisor, I always act as a fiduciary to my clients, and am gladly held to the standard of acting in their best interests at all times. To that end, we collect no commissions and are in no other way compensated based on the investments we recommend for clients.
EDUCATION
Stanford University Graduate School of Business
MBA
Stanford University
Bachelor of Arts - BA, Economics
Stanford University
Bachelor of Arts - BA, International Relations
SKILLS
ABOUT RYAN SCHMIDT
Ryan speaks from first-hand experience when he tells clients to shape their financial…
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