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Financial advisor to Silicon Valley engineers & executives navigating equity compensation and liquidity events.
Over 28 years advising clients with $5M–$20M+ on concentrated stock, liquidity decisions, tax strategy, and long-term investment planning.
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Meredith Schneider
Grateful for the opportunity to serve clients and live on the San Francisco Peninsula you will find Meredith often taking advantage of all the area has to offer.
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Playing on the beach.
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Doing Improv in ensemble One Direction*.
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Hiking in the Redwoods or walking along Camp Sawyer Trail.
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Playing tennis.
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Practicing yoga.
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Visiting local art museums from the SF MOMA to the Cantor Art Museum to the De Young.
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Performing stand up comedy.
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