A complete list of active advisors currently associated with Steinmetz Financial Planning
Warmer can help you find a great advisor at Steinmetz Financial Planning or one who fits your needs even better.
The firm is a California-registered, fee‑only investment adviser that provides financial planning and investment advisory services to individual investors and small business owners. Services described in the brochure include portfolio management and a range of financial planning topics such as cash flow, retirement and estate planning, stock option exercise planning, and tax planning; the brochure notes income tax preparation among listed services but also states the principal currently does not prepare client tax returns. The firm describes itself as a fiduciary and uses an Investment Policy Statement to guide discretionary management, with custody through Charles Schwab Institutional and regular account reviews and rebalancing. Its investment process blends fundamental, technical, charting and cyclical analyses and may use both passive index funds and more concentrated exposures including individual securities, derivatives and non‑correlating asset classes when appropriate. Noteworthy features include a long operating history (the firm has provided services since 1991) and the principal’s combination of professional credentials (CFP® and Enrolled Agent) while maintaining a real estate broker license that is not used in client engagements. The brochure also discloses that the firm does not vote client proxies and that it participates in Charles Schwab’s institutional program, receiving certain custodial services and resources while operating as a fee‑only adviser; as of December 31, 2025 the firm reported approximately $76.5 million in discretionary assets under management.
To learn more about the advisors currently working at Steinmetz Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Redwood City, CA
| 2
|
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