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Barbara Lynn Steinmetz

Steinmetz Financial Planning

Redwood City, CA

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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
Other Names
  • Barbara Lynn Schwartz

View on SEC IAPD

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STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
STRATOS WEALTH PARTNERS, LTD · Redwood City, CA
ALLSTATE FINANCIAL ADVISORS, LLC · Redwood City, CA
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NEPC, LLC · Redwood City, CA
AINA CLIMATE AI VENTURES, LLC · REDWOOD CITY, CA
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