Meredith H. Schneider

Meredith H. Schneider

| CFP®, BA

Schneider Wealth Management

Fee Only Financial Planner Located in Redwood Shores, CA and Serving Clients Nationwide

Specialties

  • 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

Visit Us

303 Twin Dolphin Drive
Suite 600
Redwood Shores, CA 94065

1001 Bayhill Drive
San Bruno, CA 94066

951 Mariners Island Blvd #300
San Mateo, CA 94404

530 Lytton Avenue
Palo Alto, CA 94301

800 West El Camino, Suite #180
Mountain View, CA 94040

2995 Woodside Road
Suite 400
Woodside, CA 94062
Meredith Schneider is a Fee Only NAPFA-Registered Financial Advisor on the San Francisco Peninsula.

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.