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Meredith Schneider, CFP®

 

Meredith Schneider, CFP® is a San Francisco Peninsula fee-only Certified Financial Planner™.  Schneider Wealth Management provides financial planning and investment management to help technology executives and engineers plan for financial independence and spend more time doing what they love to do. 

Prior to founding Schneider Wealth Management in 2007, Meredith, CFP®, worked at Smith Barney as Second Vice President-Investments advising clients since 1998.

 

Born in San Francisco and raised on the Peninsula, she graduated from Castilleja School in Palo Alto, and holds a BA degree in Ethics, Politics, and Economics from Yale University.

 

Following graduation from Yale, Meredith served as an officer in the U.S. Army in Germany and Bosnia and attended Georgetown University Law School.

 

She lives on the San Francisco Peninsula in Emerald Hills with her two children.

Kim Creque

Kim has worked exclusively in the Financial Services industry for over 20 years. 

 

She began her career at MetLife in their Word Processing department.  From there she accepted a position placing stock broker trades and working with clients at Kirk Patrick Pettis.  Two years later she moved to the Variable New Business department at ING processing life insurance applications and working closely with the Underwriting department. 

 

For over the last 10 years she has provided back office and customer service support.  

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Thomas Grunbeck

Thomas serves the team as a paraplanner who brings more than 5 years of experience in the financial services industry. His previous career was in corporate finance.

Among his duties, Thomas constructs and updates financial plans, researches financial planning questions, manages and creates processes, and provides back-office support. He also assists with the administration of financial plans, which is crucial for clients to reach their financial goals.

Thomas loves to facilitate financial success and does the meticulous job of assembling all the pieces that put financial strategies into motion. His goal is to ensure that Schneider Wealth Management clients are supported and successful.

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