Meredith Schneider, CFP®
Concentrated Stock Position: Is Diversification Always a Good Idea?
Many new Schneider Wealth Management clients have a large part of their net worth in one company stock: typically the stock of the...
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Palo Alto's
Independent Fee-Only
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Celebrating over 26 Years Serving Clients
Peace of Mind Through Professional Financial Guidance
At Schneider Wealth Management, we understand that managing wealth is a complex and ever-evolving process. We are dedicated to providing our clients with the expertise they need to make the best decisions for their financial future.
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We specialize in working with executives and engineers in the technology industry.
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