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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, and long-term capital strategy.

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Meredith as a Trailblazer

Meredith Schneider, CFP®

Apr 24, 2024

1 min read

A clip from Meredith's interview with Chris Brodhead of Ultra High Net Worth Clients Podcast where Meredith shares how she found herself in a role as a trailblazer as a woman in the investment world.

https://video.wixstatic.com/video/7d7bcf_422a6a93254b48ddb8ad27dca59d54f0/720p/mp4/file.mp4

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