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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 Corporations

• Real Estate Broker & Consultant

• B.S., Business Administration, University of California, Berkeley

• M.S., Financial Planning, College for Financial Planning, Denver

Steinmetz Financial Planning
1840 Gateway Drive, Suite 200
San Mateo, CA 94404
650.401.3800

Copyright © Steinmetz Financial Planning. All rights reserved