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 and engineer clients plan for financial independence and spend more time doing what they love to do. - Meredith Schneider, CFP®
Certified Financial Planner™ in Palo Alto & Redwood City providing financial planning and investment management for tech executives and engineers for over 22 years. Clients are smart and savvy professionals in their 30's - 50's with assets ranging from $2 Million to over $50 Million.
Meredith Schneider, CFP®, is a Palo Alto & Redwood City, CA fee-only financial planner. Schneider Wealth Management provides financial planning and investment management to help executives 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 City, 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 two children.
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
- Tax Planning
Ideal Clients
- Engineer or Technology Executive
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
- 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
-
Meredith Schneider is a NAPFA-Registered Financial AdvisorThe 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.
-
Meredith Schneider is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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
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
