Meredith Schneider, CFP, Woodside Financial Planner, Schneider Wealth, Schneider Wealth Management

Meredith H. Schneider, CFP®, Principal

Private Wealth Management for Tech Industry Clients on the San Francisco Peninsula and Worldwide for over 22 years

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Schneider Wealth Management Provides

Investment Management & Financial Planning for Engineers, Attorneys, and Executives working in the Tech Industry.

- What does financial independence look like?

- Am I on Track?

- Are my Assets in the Right Place?

- Can you help me understand my choices when making key financial life decisions?

- How to manage my ISO's, NQ, and RSU's?

- Can you help me with my 10b5-1 Plan?

- Any strategies for efficient charitable giving?

Woodsid CFP, Certified Financial Planner Woodside, Schneider Wealth Management, Schneider Wealth
NAPFA Woodside Member.  National Association of Personal Financial Advisors, Schneider Wealth Management, Schneider Wealth


3000 El Camino Real

Building 4, Suite 200

Palo Alto, CA 94306


303 Twin Dolphin Drive

6th Floor

Redwood Shores, CA 94065


2995 Woodside Road

Suite 400

Woodside, CA 94062

© 2007-2021 by Schneider Wealth Management