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

As a Managing Partner at One Wealth Advisors, Alex focuses on relationship management and holistic financial planning for clients of the firm. 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 solutions that help clients to achieve their goals.

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

Native to the Bay Area, Alex loves taking advantage of all that the area has to offer including hiking and exploring new restaurants & wineries. He also 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, Spain, Australia and Indonesia.

Alex loves music and over the years he’s taken a stab with playing a number of instruments including the guitar, bass, drums and even can be found playing with his turntables at home from time to time. With all this being said, he has recently found his free time has been limited as he just had his first child and couldn’t be more happy to be a father. He loves spending as much time as he can with his son Owen, his wife Kate and their extended family in the area.

**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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