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 (www.EquanimityWealth.com) 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.

 

 

CRN-3073540-050520