Will Steinberger

CFP®

Think Different Financial Planning

Founder and CEO

Will Steinberger

CFP®

Think Different Financial Planning

Founder and CEO

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Will Steinberger, CFP®

650-387-0533

Flat Fee Financial Planning for Professionals in Technology

Meet Will Steinberger

I founded Think Different Financial Planning to help professionals in tech manage their money.

During my wealth management career I've developed an expertise specific to the finances of Silicon Valley employees who work at publicly-traded technology companies. I started my own firm to provide that specialized knowledge for a transparent and flat fee.

My number one priority is to provide assurance to my clients that their finances are professionally managed and that they are moving towards their financial goals.

I graduated with a Bachelors of Science in Business Administration with a Concentration in Finance from San Jose State University. After college I earned my Certified Financial Planner designation while working at Raub Brock Capital Management, a Registered Investment Advisor based in Larkspur, California, before joining Opes Wealth Management in Menlo Park, California.

I was born and raised in Palo Alto, California, and I love the Bay Area. I volunteer as a financial coach for West Valley Community Services, a non-profit based in Cupertino, CA. I'm a lifelong Warriors and Niners fan, avid reader, podcast listener, and workout junkie. I live in Redwood City, California, with my wife, Helene, and our St. Bernard, Winnie.

Will Steinberger 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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Will Steinberger 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.

Contact Will Steinberger

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Office Locations:

  • 1144 Saint Francis St
    Redwood City, CA 94061

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