Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Frequently Asked Questions
Do you have experience in providing advice on the topics below? If yes, indicate the number of years.
Retirement planning - yes, over 24 years
Investment planning - yes, over 24 years
Tax planning - yes, over 24 years with clients' tax advisors
Estate planning - yes, over 24 years with clients' attorneys
Insurance planning - yes, over 24 years
Integrated planning - yes, over 24 years
What are your areas of specialization?
Working with analytical clients from the technology industry - typically executives, engineers, and attorneys who are looking to maximize their resources and spend their time efficiently.
Financial Independence and Charitable Planning
Concentrated Stock Strategies
What qualifies you in this field?
Certified Financial Planner or CFP® certification
Over 24 Years of Experience
60 hours of ongoing Continuing Education Required every two years
Who will work with me?
You will work directly with the principal, Meredith Schneider. No passing off to junior associates.
How are you paid for your services?
Fee Only. This means no commissions. We are paid directly by our clients.
Do you have a business affiliation with any company whose products or services you are recommending?
Do you use a recognized third-party custodian to hold your clients’ assets?
Typically clients house most of their liquid assets with custodian Charles Schwab. This offers clients an extra layer of accountability and oversight.