Lexi Schmidt, CDFA®
Wealth Advisor

Request an Appointment | Office Information

Lexi is a Wealth Advisor within the Beacon Pointe Denver, CO office and is responsible for client wealth management and helping to expand Beacon Pointe’s presence in Denver. Lexi focuses on managing wealth for individuals and families through customized financial planning and investment management. She is actively taking on new clients and managing client relationships, helping them to determine and achieve their unique financial goals through a holistic approach to wealth management.

Lexi began her career in product marketing and sales for an NYC-based startup. She then worked as a product manager for a private labeling company and handled products through each phase of market research, creation, and production to ultimately market and sell them. Prior to joining Beacon Pointe, Lexi began her career in financial services as a Client Service Associate for Northstar Investment Advisors. She obtained her Series 65 license in 2021, her Certified Divorce Financial Analyst (CDFA) designation in 2023, and is currently working towards obtaining her Certified Financial Planner (CFP) designation through Northwestern University.

Originally from Minnesota, Lexi spent most of her youth in Naples, Florida, before attending and graduating from Florida State University in 2016. She moved to Colorado in 2018 and enjoys all things outdoors. In her spare time, she enjoys cooking, hiking with her husband, Cameron, and their dogs, Louie and Roo, skiing, creating art, and Reiki healing.