Meredith Schneider (BA, CFP®)
Meredith Schneider focuses in the
following client markets or areas of practice:
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Charitable Giving
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Meredith can provide financial planning and ongoing investment portfolio management.
Her clients include members of the technology community who have gained wealth typically from stock compensation at such companies to include Apple, Google, and Meta.
She helps clients address questions such as:
- Are you going to outlive your money, or is your money going to outlive you?
- Am I on Track?
- How can I managed my RSU's, Stock Options, and other Employee Stock in a tax efficient manner?
- Are my assets in the right place?
- What does financial independence/freedom look like?
Additional Information
Meredith Schneider, CFP® is a Palo Alto & Redwood Shores, CA fee-only financial planner. Schneider Wealth Management provides financial planning and investment management to help technology executive, engineer, and attorney clients plan for financial independence and spend more time doing what they love to do.
- Has over 25 Years of Experience
- Is a CERTIFIED FINANCIAL PLANNER™ Certificant
- Has a BA in Ethics, Politics & Economics from Yale University
- Attended Georgetown Law School in Washington, D.C.
- Served as an Officer for 4 Years in the U.S. Army in Germany and Bosnia after Receiving an ROTC Scholarship
- Born in San Francisco and raised on the Peninsula
- Is a Fan of Dark Chocolate
She has appeared numerous times on KTVU and Wharton Business Radio Your Money, been quoted in the Wall Street Journal and Dow Jones Financial Adviser, published numerous articles in California journals, and spoken to groups including corporations, private foundations, alumni groups, and women’s organizations. She is a former Board Member of the Financial Planning Forum in Palo Alto.
She lives with her two children in Emerald Hills, CA.
You can find her blog here.
NAPFA Start Date
June 29, 2009
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