-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Alex Stevenson (CRD# 6428907) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 9 years of experience in the finance industry.
Nolan Stokes (CRD# 6877013) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
Alayna Templeton (CRD# 7630065) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has over 2 years of experience in the finance industry.
Jason Thornton (CRD# 7777596) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
Sean Wilhelmy (CRD# 7210300) is an Investment Advisor Representative working at Avantax Advisory Services in Danville, CA and has over 4 years of experience in the finance industry.
Geoffrey Wistow (CRD# 7600902) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Danville, CA and has 1 year of experience in the finance industry.
Theodore Lew (CRD# 3262592) is an Investment Advisor Representative working at Captrust in San Ramon, CA and has over 15 years of experience in the finance industry. Theodore Lew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
As a fee-only advisor, Meredith adheres to a fiduciary standard, ensuring that her clients' interests are prioritized. This fee-only model can be advantageous for clients as it avoids potential conflicts of interest that might arise from commission-based services.. Schneider Wealth Management also emphasizes comprehensive financial planning, addressing issues such as retirement planning, tax-efficient management of stock options, and charitable giving.
Compared to other wealth management advisors in Silicon Valley, Meredith's firm stands out due to its focus on tech professionals and its comprehensive,...