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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 Minute - Time to Buy a CD?

Meredith Schneider, CFP®
Mar 8, 2024
0 min read

https://video.wixstatic.com/video/7d7bcf_2885f55fb87c4a5891eb3df38c884a37/720p/mp4/file.mp4

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