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
Barbara Steinmetz	Redwood City, CA	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support