Meet Our Team

Alexander Schmitz, CFP®

Managing Partner

Alexander Schmitz, CFP®
Five Favorite Things

Family, Friends, Music, Food and Drink, and Warriors Basketball

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Alexander Schmitz, CFP®

Managing Partner

Alex focuses on holistic financial planning at One Wealth Advisors. A Certified Financial Planner™ with over a decade of experience in the financial advisory profession, Alex is passionate about translating complex issues into easy-to-understand terms that help clients to achieve their goals.

Don’t be surprised if he ropes you into a discussion about basketball. A Golden State Warriors fanatic, his family has held season tickets for over 30 years and, outside of work, Alex can often be seen proudly sporting a Warriors hat or jersey.

Native to the Bay Area, Alex has a serious case of wanderlust with a desire to visit multiple locations on every continent. He has checked a number of countries off his list including France, Italy, and Spain, but his most recent trip to Indonesia for his honeymoon is a heavy favorite so far.

Alex loves music and over the years he’s mastered a number of instruments including the guitar, bass, and drums. He can even be found DJ’ing on occasion.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

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