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William S
CFP®, Series 65
Menlo Park, CA
Think Different Financial Planning
William Steinberger is a CFP® and holds a Series 65 license, with nine years of experience in financial advising. He is the sole advisor at Think Different Financial Planning, an independent firm he has led since 2021. Prior to founding his firm, he worked at Opes Wealth Management, Opes Advisors, Buckingham Asset Management, and Raub Brock Capital Management. Think Different Financial Planning provides wealth management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a largely passive, index-oriented investment approach using ETFs and low-cost funds, offers discretionary portfolio management, and coordinates with third-party money managers as needed.
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