Will Steinberger, CFP® Think Different Financial Planning

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About Will Steinberger, CFP®

I founded Think Different Financial Planning to help people in tech manage their money.

During my wealth management career, I’ve developed an expertise specific to the finances of Silicon Valley employees who work at publicly-traded technology companies. I started my own firm to provide that specialized knowledge for a transparent and 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.

I graduated with a Bachelors of Science in Business Administration with a Concentration in Finance from San Jose State University. After college I earned my Certified Financial Planner designation while working at Raub Brock Capital Management, a Registered Investment Advisor based in Larkspur, California, before joining Opes Wealth Management in Menlo Park, California.

I was born and raised in Palo Alto, California, and I love the Bay Area. I volunteer as a financial coach for West Valley Community Services, a non-profit based in Cupertino, CA. I’m a lifelong Warriors and Niners fan, avid reader, podcast listener, and workout junkie. I live in Redwood City, California, with my wife, Helene, and our St. Bernard, Winnie.

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Mid-Career Professionals
  • Technology Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1950+/qtr
  • Flat Fee: $7800+/engagement

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