Barbara Lynn Steinmetz,  CFP<sup>&reg;</sup> - Financial Advisor

Barbara Lynn Steinmetz, CFP®

EA

President

Steinmetz Financial Planning

303 Twin Dolphin Dr., Suite 600
Redwood City, CA 94065-1422
FINANCIAL ADVISOR'S WEBSITE
(650) 401-3800

General

Barbara Steinmetz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Steinmetz Financial Planning in Redwood City, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Real Estate Broker, EA

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Retirement

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