- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- High Net-Worth Clients
- Women\'s Financial Issues
- Employee Stock Options
Redwood Shores, CA 94065
San Bruno, CA 94066
San Mateo, CA 94404
Palo Alto, CA 94301
Mountain View, CA 94040
Woodside, CA 94062
Meredith Schneider is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Prior to founding Schneider Wealth Management, Meredith worked at Smith Barney as Second Vice President-Investments advising clients since 1998.
Born in San Francisco and raised on the Peninsula, she graduated from Castilleja School in Palo Alto, and holds a BA degree in Ethics, Politics, and Economics from Yale University.
Following graduation from Yale, Meredith served in the U.S. Army in Germany and Bosnia and attended Georgetown University Law School.
She works with a diverse set of clients including technology executives, attorneys, and engineers.
She and her husband, along with their daughter and son live on the San Francisco Peninsula in Emerald Hills, CA.