Meredith Schneider

CFP®

Schneider Wealth Management

Principal

Meredith Schneider

CFP®

Schneider Wealth Management

Principal

Over 20 years providing financial planning and investment management to help technology executive, engineer, and attorney clients plan for financial independence and spend more time doing what they love to do. - Meredith Schneider, CFP®

(888) 444-9981 x1

Fee-Only Certified Financial Planner™ located in Palo Alto & Redwood Shores, CA, providing financial planning and investment management for technology executives, engineers, and attorneys locally and across the world.

Meredith Schneider, CFP®, is a Palo Alto & Redwood Shores, CA fee-only financial planner.  Schneider Wealth Management provides financial planning and investment management to help executives, attorneys, and engineers working in Silicon Valley.  As a fee-only, fiduciary, and independent financial advisor, Meredith Schneider, CFP®,  is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Meredith Schneider, CFP® is a Palo Alto & Redwood Shores, CA fee-only Certified Financial Planner™. 

Prior to founding Schneider Wealth Management in 2007, 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 as an officer in the U.S. Army in Germany and Bosnia and attended Georgetown University Law School.

She lives on the San Francisco Peninsula in Emerald Hills with her family.

Click here to learn about what Meredith does for fun.

Click here to read about 10 Reasons Why to Work with Meredith.

Meredith Schneider is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Schneider Wealth Management is an independent firm working with a limited number of selective clients so we can offer highly personalized service and solutions.  Because of our size, we can can guarantee that you get our attention and something that’s just for you.We provide an alternative to a large firm where you risk falling through the cracks and receiving a packaged solution. You work directly with the principal.  No passing off to a junior associate or software package.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Employee Stock - ISO, NQ, RSU's
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Engineer, Attorney or Technology Executive
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Real Time Planning Sessions
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Meredith Schneider is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Meredith Schneider is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Meredith Schneider

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 2995 Woodside Rd
    Suite 400
    Woodside, CA 94062
  • 3000 El Camino Real
    Building 4, Suite 200
    Palo Alto, CA 94306
  • 303 Twin Dolphin Drive
    6th Floor
    Redwood Shores, CA 94062

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser