Meredith Schneider, CFP®
Independent CFP® | 27+ Years Helping Tech Innovators Thrive Financially
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Serving Clients Nationwide
Independent CFP® | 27+ Years Helping Tech Innovators Thrive Financially
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
- Financial Planning Association
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
Compensation Methods
- Offers Advice-Only Services
- 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 DisclosureWho We Serve
- Corporate Executives
- Dual Income Family
- Engineers
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Technology Professionals
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