Valerie Schmidt CFP®, ChFC®, CFS grew up surrounded by business. Her father started his business while she was in school. She was familiar with preparing multiple time cards and paychecks while in high school. “This was a time before computers, so all with holdings of state and federal taxes were looked up manually by using tax books,” Schmidt said.
She attended Lewis & Clark College in Portland, Oregon. During her junior year, she studied abroad taking Japanese business classes in Sapporo, Japan. She graduated with a degree in Business Administration and a minor in East Asian Studies. In Oregon, she became a Commercial Underwriter specializing in small businesses. Her role was traveling throughout Oregon, meeting small business owners and giving recommendations on their business.
She returned to Hawaii and began working with Ameriprise Financial (previously known as American Express Financial Advisors). Although the field was dominated by men, she felt comfortable talking about money and people’s overall situation. She noticed that most people could open up to her, perhaps because she was a woman. She enjoyed working with those in transition: changing jobs, divorce, and loss of a loved one.
After her son was born, she took on a business associate Financial Advisor, Ross Shimokawa, CRPC®, AWMA®. Ross’ strength was studying the market and watching the trends. They balanced each other out as Ross liked the investments which could be more black and white and Valerie liked the colors of the rainbow in terms of the emotions behind the numbers. They offered two ways of addressing their client’s goals and dreams.
Over the last few years, they hired Client Service Specialist Sora Akiba, Business Development Director Ross Kohara CPA, and Associate Financial Advisor Cody Momohara CRPC®. “Our collective experiences have brought us to this point. We are excited to see the future unfold.” Schmidt stated.
Financial Advisor, President
Schmidt, Shimokawa & Associates
A financial advisory practice of
Ameriprise Financial Services, Inc. 1585 Kapiolani Boulevard, Suite 1616
Honolulu, HI 96814-4523
ameripriseadvisors.com/valerie.h.schmidt Ameriprise Financial Services, Inc.
Member FINRA and SIPC.
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