Valerie Schmidt, CFP, CHFC, CFS AEP

Valerie Schmidt, CFP, CHFC, CFS AEP Financial Advisor, Ameriprise Financial Services, LLC

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08/30/2026

Today's goodbye to a client was one of the hardest. I spoke to him at minimum once per month for almost 30 years. To say his passing has affecting me is an understatement. He was part of my travel rituals, my start of the month preps, and just a consistent person in my life. He would ask for updates on different parts of my life. I miss him already as a new month is starting and my work ritual is no longer revolving around him. ❤️🥲

08/17/2026

Due to Hurricane Lala, our office is currently out of power. We are unsure when we will get it restored. Office landlines are not accepting vmail due to power outage. You can still email me. Unfortunately, Isaiah and Melissa do not have power/internet at home. Be safe everyone.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

I am just so lucky. ❤️💐😊
07/29/2026

I am just so lucky. ❤️💐😊

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to sched...
07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

06/28/2026

Did you know I have a drawer full of 📚 books for fun casual reading? It is my own little free library. Clients are welcome to the books to read, share or return, their choice.😃

06/19/2026

Our office will be closed on Friday in observance of Juneteenth. We will return on Monday.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

04/12/2026

Federal tax deadline Wed, April 15.
Fyi...I'm going on vacation Thursday April 16! See you later👋👋

04/08/2026

Reminder: Federal tax deadline is in 1 week. If you are going to keep procrastinating, file an extension 😊

Address

1585 Kapiolani Boulevard Ste 1616
Honolulu, HI
96814

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+18083808629

Website

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