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Will Steinberger (CFP®)

Will Steinberger focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Additional Information

I founded Think Different Financial Planning to help people 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 daughter, Penny.

NAPFA Start Date

March 24, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

101 Jefferson Drive, Suite 100 Menlo Park, CA 94025 Phone: (650) 387-0533
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