Fiduciary

Schneider Wealth Management

Redwood City, California

★ 5.0 (1 reviews)
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About

Schneider Wealth Management is an independent registered investment adviser based in Redwood City, California, offering financial planning and investment management on a fee-only basis. The firm holds CFP credentials and operates under fiduciary standards. Services include wealth management and investment management across English-speaking clients.

Specialties

Investment Management Wealth Management

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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