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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Brett Sharkey (CRD# 4646380) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 21 years of experience in the finance industry.
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Michael Dunn (CRD# 1496888) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Portola Valley, CA and has over 17 years of experience in the finance industry.
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,...
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