Five Star award winner Matthew H. Schmitt, CIMA®, AWMA®

PROFESSIONAL PROFILE

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Matthew H. Schmitt, CIMA^®, AWMA^®

Director Private Wealth Management

Robert W Baird & Company

1400 Rocky Ridge Dr., Ste. 250

Roseville, CA 95661

Office: 916-783-6519

mschmitt@rwbaird.com
www.matthewschmitt.com

Professional Approach

“My team takes our qualifications and ongoing education very seriously, but some of our most valuable experience comes from years of listening to our clients articulate their goals and dreams and applying it to a financial plan.”
- Matt Schmitt

Matthew Schmitt, Director and Financial Advisor at Baird, has been helping individuals, small businesses and corporations manage their wealth since 1996. He uses his extensive knowledge of investments and private wealth management to develop financial plans for a small group of wealthy individuals from around the country and helps these plans stay on track through a dynamic investment process. Matt takes great pride in putting client interests first and providing exceptional personal service.

In 2007, Matt completed his Certified Investment Management Analysts (CIMA®) designation from the Investment Management Consultants Association through the University of Pennsylvania’s Wharton School of Business. This designation, with its membership and ongoing advanced education requirements, has been recognized as the only financial services credential in the United States to have met an international standard for personnel certification and earn accreditation by the American National Standards Institute. Matt also holds an ACCREDITED WEALTH MANAGEMENT ADVISOR (AWMA®) designation from the College for Financial Planning.

Prior to joining Baird, Matt distinguished himself within Wells Fargo by earning top Financial Consultant Associate honors two years in a row. He was also a 2004 recipient of the firm’s Circle of Excellence Award, which recognizes the firm’s leading financial advisors. Currently, Matt and his assistants help manage over one hundred and sixty million in financial assets for high-net-worth individuals and companies. Matt was also a member of the 2021 Baird’s President's Club and has received third-party recognition in both Sacramento Magazine and Sacramento Business Journal by making their lists of “Five Star Wealth Managers".

Matt holds a bachelor’s degree in finance from California State University, Long Beach, where he graduated on the dean’s list. He was also a high school football all-league wide receiver and recipient of the Dr. James Elliott Outstanding Three-Sport Athlete award in Placerville, California, in 1987. Matt's son, Trenton, is a 2024 graduate of Columbia University. Trenton was a two time Ivy League champion for Columbia University Fencing Team as well as a three time Mens Sabre National Champion before attending Columbia. Matt lives on a 20 acre farm in Lincoln, Ca. with his wife April and enjoys golfing, working outside and swimming with his family in his spare time.

CA License # 0C08060

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This award was issued on 2/2/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.1,288 Sacramento-area wealth managers were considered for the award; 39 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,163, 110, 9%, 2/1/24, 5/15/23 - 11/30/23; 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.