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Patrick Schmidt is a highly experienced professional with 26.5 years of work experience in strategic financial planning, investments, fixed annuities, financial analysis, and retirement planning. He has a strong background in education, coaching, and teaching finance, accounting, and business principles. Patrick's goal is to implement affordable and transparent financial planning strategies that align with his clients' dreams. He has a proven track record of helping retirees plan for the biggest challenges facing their life savings. Currently, he is the Owner and Senior Investment Consultant at Golden Reserve in Ohio.
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Skills & Insights
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Emails and Phone Numbers

+1 855456****
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About

After hanging up my cleats as a pitcher with the Atlanta Braves, I turned my focus to education, coaching and teaching finance, accounting & business principles. I soon realized I wanted to implement the very strategies I was teaching, to help people achieve and protect their own dreams. However, I was disheartened by the emphasis financial shops put on selling their products, often above the interest of their clients. I envisioned a new approach to financial planning that was affordable and transparent. That big dream became the foundation for Golden Reserve. Ten years later, we have grown our footprint across the state of Ohio and we are helping thousands of retirees plan for the biggest challenges facing their life savings.

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Patrick Schmidt's Professional Milestones

  • Professional Baseball Player (1997-06-01~2000-03-01): Achieved record-breaking career milestones by establishing a strong track record in the baseball landscape.
  • Owner | Senior Investment Consultant (2012-08-01~2022-04-01): Growing client portfolio by identifying strategic investment opportunities and delivering exceptional returns.
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Education

The Ohio State University
The Ohio State University

Business,

Teacher Education,

Bachelors,

Bachelor Of Science,

Business Teacher Education

2001-2005