Sanford "Sandy" Schmidt brings over 30 years of wealth management expertise to his role as Founder and Chairman of Schmidt Financial Group, a boutique financial planning firm in Northbrook, Illinois.
Sandy earned his Bachelor of Science in Accounting from the University of Illinois at Chicago and has built an impressive credentials portfolio including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He maintains FINRA Series 6, 63, 65, and 22 securities registrations.
Throughout his career, Sandy has guided families, entrepreneurs, and executives through complex financial landscapes. He regularly collaborates with leading legal and accounting professionals to develop comprehensive estate and insurance strategies for high-net-worth individuals.
Sandy attributes his success to core values of integrity, strategic thinking, and personalized service. By anticipating industry trends and employing innovative planning techniques, he helps clients achieve financial security despite economic fluctuations.
A lifetime member of the Association for Advanced Life Underwriting (AALU), Forum 400, and the Million Dollar Round Table (MDRT) – Top of the Table, Sandy has earned recognition among the top financial professionals worldwide.
Sandy's passion extends beyond wealth management to mentorship and community engagement, reflecting his belief in the transformative power of financial education.
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