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Barbara Steinmetz is the principal of Steinmetz Financial Planning. Her professional licenses, designations, and educational background speaks of her personal commitment to continued learning. · Certified Financial Planner · Enrolled Agent · Registered Investment Advisor with California Department of Business Oversight* · Real Estate Broker & Consultant · B.S., Business Administration, University of California, Berkeley · M.S., Financial Planning, College for Financial Planning, Denver Steinmetz Financial Planning 951 Mariners Island Blvd., Suite 300 San Mateo, CA 94404 650.401.3800 * Registration of an Investment Adviser does not imply any level of skill or training. Copyright ｩ Steinmetz Financial Planning. All rights reserved