William Steinberger (CRD# 5541333) is an Investment Advisor Representative working at Think Different Financial Planning in Redwood City, CA and has over 9 years of experience in the finance industry. William Steinberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Think Different Financial Planning LLC | Redwood City, CA | Mar 2021 - Current | 3 |
| Opes Wealth Management, LLC | Cupertino, CA | Dec 2018 - Mar 2021 | 2 |
| Opes Advisors, Inc. | Cupertino, CA | Jan 2017 - Dec 2018 | 1 |
| Buckingham Asset Management, LLC | Clayton, MO | Oct 2016 - Dec 2016 | < 1 |
| Raub Brock Capital Management, LP | Larkspur, CA | Aug 2014 - Oct 2016 | 2 |
| Truaxis, A Mastercard Company | San Carlos, CA | Feb 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CA
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts79ACCOUNTS
-
Average Account Value$347,443
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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