Meredith Schneider, CFP®

Wealth Management & Investments for Executives & Engineers in Tech

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Schneider Wealth Management Meredith Schneider, CFP®
Palo Alto, CA

Serving Clients Nationwide

Wealth Management & Investments for Executives & Engineers in Tech

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Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Retirement Planning
  • Taxes

About Meredith Schneider, CFP®

Meredith Schneider, CFP® is a fee-only Certified Financial Planner™. Schneider Wealth Management provides financial planning and investment management to help technology executives and engineers plan for financial independence and spend more time doing what they love to do.

Prior to founding Schneider Wealth Management in 2007, Meredith, CFP®, worked at Smith Barney as Second Vice President-Investments advising clients since 1998.

Born in San Francisco and raised on the SF 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.

➕ On a Personal Note

Grateful for the opportunity to serve clients and live on the San Francisco Peninsula you will find Meredith often taking advantage of all the area has to offer.

▪️ Playing on the beach.

▪️ Doing Improv in ensemble One Direction*.

▪️ Hiking in the Redwoods or walking along Camp Sawyer Trail.

▪️ Playing tennis.

▪️ Practicing yoga.

▪️ Visiting local art museums from the SF MOMA to the Cantor Art Museum to the De Young.

▪️ Performing stand up comedy.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

3000 El Camino Real, Building 4, Suite 200, Palo Alto, CA 94306

Additional Locations

📍 303 Twin Dolphin Drive, 6th Floor, Redwood Shores, CA 94065

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary phone call. During our call we will discuss your needs, answer any questions you may have, and review our services to determine whether we can provide the assistance you seek. You will know you have successfully scheduled our call when you receive a confirmation number and a confirmation via email. I look forward to speaking with you.

Offers Investment Management

Yes

About Schneider Wealth Management

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.

As a NAFPA member we have taken a Fiduciary Oath that requires us to exercise best efforts to act in good faith and in the best interests of our clients. We do not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product.

Our alliance with Schwab allows our clients to gain the benefits of a large institution with the personal attention of an independent firm.

We may refer clients to estate planning attorneys, insurance professionals, tax advisers and mortgage advisers but receive no compensation nor fee for referrals to such professionals.

What can you expect:

✔️ You work directly with the principal. No passing off to a junior associate or software package.

✔️ Your needs drive our services. Because of our size, we have the flexibility to address your needs as they evolve.

✔️ You’re a big fish in a little pond. A selective client roster means personal attention for you

Education

Yale University, BA, Ethics, Politics, & Economics

Hobbies and Interests

  • Beach
  • Dancing
  • Family
  • Hiking
  • Running
  • Tennis
  • Theater
  • Traveling
  • Walking
  • Yoga

Who We Serve

  • Corporate Executives
  • Dual Income Family
  • Engineers
  • Families
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Technology Professionals

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