David B. Schmitt
Financial Advisor, Schmitt Financial Group
David B. Schmitt is a certified financial planner with over 15 years of experience guiding clients in investment strategies and financial planning.
Cited In
1 Article
Investments / Wealth Building
Is Keeping All Your Investments With One Broker a Convenience You'll Regret — or a Concentration Risk Most People Don't Think About Until It's Too Late?Is consolidating all your investments with one broker smart simplicity or a hidden risk waiting to surface? Samantha Sharf, David B. Schmitt, and Lindsay Goldwert weigh the appeal of convenience against the dangers of concentration risk and the case for diversifying across platforms.