Meredith  Schneider,  CFP<sup>&reg;</sup> - Financial Advisor

Meredith Schneider, CFP®

Principal

Schneider Wealth Management

3005 S Lamar Blvd, Ste 103
Austin, TX 78704-4786

Schneider Wealth Management

2995 Woodside Rd Ste 400
Woodside, CA 94062-2496
FINANCIAL ADVISOR'S WEBSITE
(888) 444-9981 CONNECT WITH Meredith
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General

Meredith Schneider is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Schneider Wealth Management in Austin, TX and the surrounding communities.

Financial Advisor Overview

We are an independent boutique firm working with a limited number of selective clients so we can offer highly personalized service and solutions. Together we build a clear, personalized path to financial freedom - giving you peace of mind and the freedom to look forward to what is next.

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Financial Advisor Experience

For over 27 years serving as Financial Advisor and Investment Manager for Engineers and Executives working in the Tech Industry turning their tech success into Lasting Wealth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources

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