Broker Check

The Capital Group
406 Science Dr. Ste 310
Madison, WI 53711

Tel: 608-268-5100
Fax: 608-287-3056

Carrie Waters Schmidt, MS, ADPA(SM), CFP®

Carrie Waters Schmidt, MS, ADPA(SM), CFP®

The Capital Group has partnered with Carrie Waters Schmidt to help manage the City of Madison 457 Deferred Compensation Plan to offer her expertise in Financial Planning and ESG/SRI investments. She owns and runs her own Financial Planning firm, Equanimity Wealth Planning and Investing ( where she works with individuals who are interested in Socially Responsible Investments, are of the LGBTQ+ community and/or are recently Divorced. She has earned the CERTIFIED FINANCIAL PLANNER™ certification as well as several other designations that support her planning focus.