Best Investors Account Sign in
Inactive

Barbara Lynn Steinmetz

Steinmetz Financial Planning

Redwood City, CA

CRD 1996477

Claim This Profile
Employer firm

Steinmetz Financial Planning CRD 115545

$60.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Steinmetz Financial Planning

303 Twin Dolphin Drive, Ste. 600, Redwood City, CA 94065 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-12
  • CA RA
    APPROVED
    Since 2023-12-12

Branch Locations

303 Twin Dolphin Drive, Ste. 600, Redwood City, CA 94065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steinmetz Financial Planning Redwood City CA 11/1990 Present
Designations
  • Certified Financial Planner
Other Names
  • Barbara Lynn Schwartz

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.

Nearby Investors

JOSEPH CAPPELLO SANTOMIERI
JON NICHOLAS PETTINELLI
RICHARD MANUEL RODRIGUEZ

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA

More in Redwood City, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor