Edward Schmitzer (CFP®, CPA/PFS, CPA®)

Edward Schmitzer focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

After graduating from college with an accounting degree, I worked for 2 years with a medium sized NJ CPA firm and then as an internal auditor with a subsidiary of Borg Warner. The travels as an internal auditor brought me to the Northeast Florida area and I spent most of a summer in the Jacksonville area. I relocated to Northeast Florida and took a position with the CPA firm of Smoak, Davis & Nixon, becoming a partner in 1997. Prior to 1997, I became a CFP® practitioner and obtained the Personal Financial Specialist (PFS) designation offered to CPAs who specialize in financial planning.

River Capital Advisors ("RCA") was formed because of the belief that individuals need a firm that can handle all of their key financial needs in house - all aspect of income and estate taxes, along with financial planning, including financial product analysis, and investment planning. As a CPA, being a fiduciary came naturally and RCA has been a financial fiduciary since its inception. The vision was also for a firm that would be independent, objective and have as its sole source of compensation payment for services from the client. We believe that RCA is the exception and not the norm in the financial services industry.

My professional experience is varied, with expertise in individual and business income taxes, estates and trusts. I work a lot with S corporations and have clients in many different industries. I also have expertise in various financial planning areas: investments, retirement planning, gifting strategies, spending planning, to name a few areas. There is no area of your financial life that my team, my firm or I cannot help with. Our goal is make a financial difference in the lives of our clients.

Additional Information

In my free time, I like to spend time with my wife, Cindy, who has supported me each step of the way along my financial and business career. We enjoy music, movies, reading, the beach and quiet time at home. We like to travel as well. We have two grown sons and three grandchildren. Cindy was born and raised in Northeast Florida, with her family still located here.

 

NAPFA Start Date

April 02, 2018

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This Office

5011 Gate Pkwy Bldg 100 Suite 300 Jacksonville, FL 32256-0830 Phone: (904) 398-2075