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Meredith Schneider, CFP®

Independent CFP® | 27+ Years Helping Tech Innovators Thrive Financially

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

Serving Clients Nationwide

Independent CFP® | 27+ Years Helping Tech Innovators Thrive Financially

5 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

888-444-9981

Website

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™ with 27+ years of experience helping successful professionals—particularly technology executives and engineers—simplify financial complexity, plan for financial independence, and retire with clarity. Through her firm, Schneider Wealth Management, Meredith works with a select number of clients to deliver deeply personalized advice, so they can focus more time and energy on what matters most.

Before founding Schneider Wealth Management in 2007, Meredith served as Second Vice President–Investments at Smith Barney, advising clients since 1998.

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

A San Francisco native raised on the Peninsula, she graduated from Castilleja School in Palo Alto and earned her BA in Ethics, Politics, and Economics from Yale University. After Yale, she served as an officer in the U.S. Army, stationed in Germany and Bosnia, and later attended Georgetown University Law Center.

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

I'm grateful every day for the opportunity to serve clients and to live in such a vibrant, inspiring part of the country. Outside of work, you'll often find me:

▪️ Performing improv comedy with my ensemble, One Direction*
▪️ Running along the water or hiking local trails
▪️ Practicing yoga
▪️ Visiting contemporary art exhibits
▪️ Stepping up to the mic for stand-up comedy

I love working with innovators, deep thinkers, and growth-minded professionals who want not only to build wealth—but to live extraordinary lives.

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

📍 3005 South Lamar Blvd., Suite D109, #103, Austin, TX 78704

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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, fee-only financial planning and investment advisory firm that works with a limited number of successful clients—primarily engineers & executives with $5M–$10M+—to deliver deeply personalized guidance.

By intentionally staying small, we ensure every client receives direct access to the principal, Meredith Schneider, CFP®, and a financial strategy tailored to their life—not a generic, off-the-shelf plan.

As a proud member of NAPFA, we adhere to a strict fiduciary oath—putting your interests first at all times. We never earn commissions or compensation from financial product sales or referrals. That means no hidden incentives, no pressure—just clear, honest advice.

Through our custodial relationship with Charles Schwab, clients benefit from the scale and security of a major institution while enjoying the personalized service only an independent firm can provide.

We regularly collaborate with attorneys, tax professionals, and other specialists to support your full financial picture. Referrals are always made in your best interest, and never for compensation.

What you can expect:
✔️ You’ll work directly with me—Meredith Schneider, CFP®—not a team of junior advisors or rotating staff. Every conversation, recommendation, and decision is guided by my 27+ years of experience and personal knowledge of your situation.

✔️ Your plan evolves with you. Whether you're facing an IPO, navigating a liquidity event, planning a career pivot, or adjusting for family needs, I adapt your strategy in real time—because life rarely follows a script.

✔️ A thinking partner you can trust. You get more than financial advice—you get a steady, thoughtful relationship built on listening, clarity, and judgment honed over decades of helping clients make confident decisions.

Education

Yale University, BA, Ethics, Politics, & Economics

Hobbies and Interests

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

SEC Lookup

View Disclosure

Who We Serve

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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 2, 2025
I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there. Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest. Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.
Relationship to Financial Advisor: Client as of Jul 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carolyn Battin
Carolyn Battin

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 2, 2025
I've been fortunate to work with Schneider Wealth Management for over 15 years. Meredith and her team provide top-notch financial advice and long-term strategic planning. I particularly appreciate their clear reporting and the smart systems they use to model the likelihood of achieving your financial goals across different life events. They truly listen and get to know what you and your family want in your life and help you get there. Having worked with other financial “advisors” in the past, and having been approached others since, I can say the difference with SWM is clear. Many are focused on selling products or funds, often driven by commissions. I much prefer their fee-based model, which ensures the advice is genuinely in your best interest. Meredith takes a disciplined, thoughtful approach to investing that captures upside opportunities while managing downside risk. I've learned a lot from her over the years. I can't recommend Schneider Wealth Management highly enough.
Relationship to Financial Advisor: Client as of Jul 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carolyn Battin
Carolyn Battin

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 24, 2024
I have worked with Meredith since 2019. Highly recommend her. She is both numbers-smart and people-smart, meaning she really listens to you and tailors strategy based on your goals. She is a great communicator, with a special talent for distilling financial situations into clear, concise terms.
Relationship to Financial Advisor: Client as of Sep 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Melissa Riofrio
Melissa Riofrio

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 13, 2024
We've worked with Meredith for a number of years and we've been very happy with the results. Meredith has done a great job understanding our family goals. She leveraged this knowledge to help set us up with a solid plan that has guided a number of decisions and trade-offs. I would definitely recommend working with Meredith for any individual or couple looking for financial planning support!
Relationship to Financial Advisor: Client as of Aug 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chad Rosen
Chad Rosen

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 1, 2024
Meredith has worked with us for 6 years. We appreciate that she is respectful of our goals and investment philosophy. She is communicative and always clarifies what she understands to be our questions. She is always patient with our questions. Her aide, Kim, is a great help as well. We are very happy working with the Schneider Wealth Management team.
Relationship to Financial Advisor: Client as of Feb 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bonnie Sonnenburg
Bonnie Sonnenburg
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