Lanette Schmidt

Lanette Schmidt

Portfolio Manager-Equities at Blankinship & Foster LLC

Finance
Consumer Services

Profile

Ms. Lanette K.
Schmidt
is a Financial Advisor at Blankinship & Foster LLC.
She joined in 2015.
As financial advisor, she helps clients in a variety of areas in managing their finances, such as retirement, investing, education, insurance, and taxes.
Also she is a member of the Financial Planning department, she analyzes client financial needs and situations and develops strategies to help clients reach their life goals.
She also helps develop best practices and processes for our financial planning work, and for our systems and software.
Before joining Blankinship & Foster, Ms. Schmidt spent 15 years as a Senior Project Manager implementing strategic, large-scale pharma and biotech information technology systems.
She leverages this experience in developing comprehensive financial plans for individuals and families.
She is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Lanette Schmidt active positions

CompaniesPositionStart
Portfolio Manager-Equities 30/09/2015
All active positions of Lanette Schmidt

Training of Lanette Schmidt

Drake University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lanette Schmidt's experience

Connections

4

1st degree connections

2

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies1

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Lanette Schmidt