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San Mateo County Park
Meredith Schneider CFP

Tap into the over 25 years of experience

Meredith H. Schneider, CFP®

has working with Tech Industry Clients on the San Francisco Peninsula and Worldwide


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

- What does sustainable financial freedom look like?

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

Life choices are not always about money; understand how your money choices can help you live an extraordinary life.  Together we create a path to give you peace of mind so that you can live a fulfilling life where the best is yet to come.

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