Joseph Schmidt (CFP®, CKA®)

Joseph Schmidt focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Tax Planning

Planning Specialties

I entered the financial planning field, because I wanted to enable people to overcome obstacles and live fulfilling lives. I began work at an advisory firm in Southwest Virginia, where I served young couples starting families and paying off student loans, middle-aged spouses wondering when they should retire, and grandparents wanting to enjoy time with their children and provide for the grandchildren’s future. Of all these groups, I felt a deep sense of connection with couples and young families.

Both couples and young families face a multitude of difficult decisions. These include choosing how to structure their wills, how to invest and reduce taxes, how much life insurance to buy, and how to pay off debts efficiently.

I absolutely love helping young families overcome these obstacles and prepare for their futures! It’s incredible to see new parents welcome children into the world, watch student loans dwindle away or receive forgiveness, and build strong foundations for the future. I enjoy empowering spouses to care for each other and their children well and to feel excited about their futures.

Because of the challenges and joys I witnessed serving couples and young families, I launched Sunrise Personal Finance in 2022 to provide excellent financial planning services built for them.

Additional Information

When I’m not meeting with clients or researching a new financial planning topic, you can find me outside. I enjoy running, hiking, and paddle boarding. If the weather is unpleasant, I’m likely sitting in a cozy coffee shop reading a book about history, economics, or Christianity. During the summer, I love traveling and meeting new people.

I look forward to meeting you soon and hearing about your story.

-Joseph Schmidt CFP® CSLP® CKA® MBA

NAPFA Start Date

May 05, 2023


This Office

105 Brook Ridge Pl Forest, VA 24551 Phone: (540) 425-3273