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    Ryan Schmidt

    Partner - Palo Alto Wealth Advisors

    Ryan Schmidt is a Partner at Palo Alto Wealth Advisors, a firm he co-founded in September 2016.2 He has extensive experience in wealth management and financial advising, particularly for professionals in the tech industry.4

    Ryan holds a BA from Rice University and an MBA from Stanford University Graduate School of Business.41 His educational background, combined with his professional experience, allows him to speak from first-hand experience when advising clients on shaping their financial futures.1

    At Palo Alto Wealth Advisors, Ryan specializes in providing comprehensive financial advice to tech professionals, offering insights on topics such as single-stock concentrations, charitable giving strategies, and the increased prevalence of tech firms paying dividends.4

    Ryan's career path was influenced by personal experience. After his father's illness reshaped his life, he transitioned from a background in venture capital to focus on wealth management. This personal journey likely contributes to his client-focused approach and understanding of life-changing financial decisions.

    As of February 2025, Ryan continues to be an active voice in the financial advisory space, sharing insights on various financial topics through his professional network.35

    Related Questions

    What specific financial strategies does Ryan Schmidt recommend for tech professionals?
    How did Ryan Schmidt's experience at Stanford University influence his approach to wealth management?
    What are some notable case studies or success stories involving Ryan Schmidt and Palo Alto Wealth Advisors?
    How does Ryan Schmidt's background in venture capital impact his current role at Palo Alto Wealth Advisors?
    What unique perspectives does Ryan Schmidt bring to his clients based on his personal experiences?
    Ryan Schmidt
    Ryan Schmidt, photo 1
    Ryan Schmidt, photo 2
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    Location

    Palo Alto, California, United States