Will Steinberger, Cfp®

Will Steinberger, Cfp® Email and Phone Number

Founder & CEO at Think Different Financial Planning @ Think Different Financial Planning
Will Steinberger, Cfp®'s Location
Menlo Park, California, United States, United States
Will Steinberger, Cfp®'s Contact Details

Will Steinberger, Cfp® work email

Will Steinberger, Cfp® personal email

About Will Steinberger, Cfp®

Will Steinberger, Cfp® is a Founder & CEO at Think Different Financial Planning at Think Different Financial Planning. He possess expertise in saute. Colleagues describe him as "Will is an amazing person to have on any team. I was lucky enough to work with Will on a number of projects at Truaxis, and no matter what the challenge, he was always ready to dive in and find a solution. Working with him was always a highlight because, not only did his humor and positive attitude make every project more fun, his intelligence and strong work ethic meant I could count on him to do excellent work. In addition, he is extremely organized and communicative. I would absolutely recommend him."

Will Steinberger, Cfp®'s Current Company Details
Think Different Financial Planning

Think Different Financial Planning

View
Founder & CEO at Think Different Financial Planning
Will Steinberger, Cfp® Work Experience Details
  • Think Different Financial Planning
    Founder & Ceo
    Think Different Financial Planning Mar 2021 - Present
    Menlo Park, California, United States
    During my wealth management career I've developed an expertise specific to the finances of Silicon Valley employees who work at private- and publicly-traded technology companies. I started my own company to provide that specialized knowledge for a flat fee.My number one priority is to provide assurance to my clients that their finances are professionally managed and that they are moving towards their financial goals.
    View
  • West Valley Community Services
    Volunteer Financial Coach
    West Valley Community Services Aug 2017 - May 2021
    Cupertino, Ca
    West Valley Community Services is a private non-profit, community-based agency serving Cupertino, Los Gatos, Monte Sereno, Saratoga, and West San Jose. Their mission is to unite the community to fight hunger and homelessness. This work is inspired by the vision of a community where every person has food on the table and a roof over their head.Founded in 1973, they provide a continuum of basic needs, family support services, and housing services including: food pantry, clothing, transitional housing, affordable housing, emergency financial assistance, family support programs, and case management services.
    View
  • Opes Wealth Management
    Wealth Advisor
    Opes Wealth Management Oct 2017 - Mar 2021
    Menlo Park, Ca
    Opes Wealth Management is a registered investment advisor that helps clients make effective financial decisions.
  • Raub Brock Capital Management
    Associate Financial Advisor
    Raub Brock Capital Management Aug 2014 - Oct 2016
    Larkspur, Ca
    Raub Brock Capital Management specializes in the management of dividend growth equity portfolios for institutional and private clients.Private clients benefit from fee-only financial planning and investment management, with an emphasis on the preservation and steady growth of capital.
    View
  • Truaxis (Acquired By Mastercard)
    Director, Financial Institution Sales
    Truaxis (Acquired By Mastercard) Feb 2011 - Jul 2014
    San Carlos, Ca
    Truaxis, a MasterCard Company, partners with the country’s leading financial institutions and merchants to provide personalized rewards to cardholders. These card-linked offers are shown through a variety of channels (online banking, mobile banking, and/or email), and are targeted based on a cardholder's spending habits.
    View
  • Ijockey
    Co-Founder And Vice President
    Ijockey Apr 2010 - Nov 2011
    Palo Alto, Ca
    iJockey brought the performances of the best disc jockeys across the country to clubs, bars, and lounges. Our legally-compliant mixed music offered a variety of genres that could be streamed through the iJockey website or mobile application.
  • Mckinley Financial Group
    Finance Intern
    Mckinley Financial Group Apr 2008 - Sep 2008
    Redwood Shores, Ca
    McKinley Financial is an independently owned wealth management firm that specializes in tax-advantaged investing and real estate strategies.

Will Steinberger, Cfp® Skills

Saute

Will Steinberger, Cfp® Education Details

Frequently Asked Questions about Will Steinberger, Cfp®

What company does Will Steinberger, Cfp® work for?

Will Steinberger, Cfp® works for Think Different Financial Planning

What is Will Steinberger, Cfp®'s role at the current company?

Will Steinberger, Cfp®'s current role is Founder & CEO at Think Different Financial Planning.

What is Will Steinberger, Cfp®'s email address?

Will Steinberger, Cfp®'s email address is wi****@****ail.com

What is Will Steinberger, Cfp®'s direct phone number?

Will Steinberger, Cfp®'s direct phone number is +165038*****

What schools did Will Steinberger, Cfp® attend?

Will Steinberger, Cfp® attended San Jose State University.

What skills is Will Steinberger, Cfp® known for?

Will Steinberger, Cfp® has skills like Saute.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.