Schneider Wealth Management

Schneider Wealth Management is an independent fee-only certified financial planner based in Palo Alto, specializing in investment management and financial planning for engineers and executives in the tech industry, particularly those at Meta, Apple, and Google. With over 20 years of experience, the team focuses on clients with assets ranging from $5-50M+. Clients appreciate the personalized approach, as the team listens carefully to their goals and tailors strategies accordingly. Reviews highlight the team's strong communication skills, patience, and ability to simplify complex financial situations. Many clients have worked with the firm for several years and express high satisfaction with the results, recommending Schneider Wealth Management for anyone seeking financial planning support.