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William James Steinberger

Think Different Financial Planning

Menlo Park, CA

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Current Employers
Think Different Financial Planning

Menlo Park, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-05
CA RA APPROVED 2021-03-11
  • TX RA
    APPROVED_RES
    Since 2025-06-05
  • CA RA
    APPROVED
    Since 2021-03-11

Branch Locations

Menlo Park, CA • 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
Raub Brock Capital Management, Lp Larkspur CA 08/2014 10/2016
Buckingham Asset Management, Llc Clayton MO 10/2016 12/2016
Opes Advisors, Inc. Cupertino CA 01/2017 12/2018
Opes Wealth Management, Llc Cupertino CA 12/2018 03/2021
Think Different Financial Planning Llc Redwood City CA 03/2021 Present
  • 08/2014 → 10/2016
    Raub Brock Capital Management, Lp
    Larkspur, CA
  • 10/2016 → 12/2016
    Buckingham Asset Management, Llc
    Clayton, MO
  • 01/2017 → 12/2018
    Opes Advisors, Inc.
    Cupertino, CA
  • 12/2018 → 03/2021
    Opes Wealth Management, Llc
    Cupertino, CA
  • 03/2021 → Present
    Think Different Financial Planning Llc
    Redwood City, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-13
  • S65 Uniform Investment Adviser Law Examination
    2014-11-13
Designations

View on SEC IAPD

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