Leah Schmid, CPA, CFP®

Leah serves as a Partner and Wealth Manager on Creative Planning’s family office team, working with some of the highest net worth families at the firm. Her team includes Creative Planning CPAs, estate planning attorneys, tax attorneys, money managers and the Chief Investment Officer.

Leah works closely with her clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, retirement planning, estate planning, education planning, and risk management. After preparing comprehensive wealth management plans for her clients, Leah assists them in implementing their plans and continues to work with them to update their plans as their financial situations change.

Prior to joining Creative Planning, Leah served as a senior financial advisor at a national investment advisory firm, where she was involved in financial plan creation and execution, investment research, portfolio construction and investment management.

Leah received her Master of Accountancy degree in taxation from the University of Wisconsin-Madison. Leah is a CPA licensed in the state of Wisconsin and a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Leah and her husband, Stefan, enjoy traveling, hosting parties and cooking elaborate multi-course meals. They spend the rest of their free time exploring the great outdoors with family and friends.