William J. Steinberger
THINK DIFFERENT FINANCIAL PLANNING
Redwood City, CA
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CRD#: 5541333
Professional summary
William James Steinberger, CFP® is a registered financial advisor currently at THINK DIFFERENT FINANCIAL PLANNING located in Redwood City, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 4 firms and has passed the Series 65 exam.
Biography
I founded Think Different Financial Planning to help people in tech manage their money.
During my wealth management career I’ve developed an expertise specific to the finances of Silicon Valley employees who work at publicly-traded technology companies. I started my own firm to provide that specialized knowledge for a transparent and flat fee.
My number one priority is to provide assurance to my clients that their finances are professionally managed and that they are moving towards their financial goals.
I graduated with a Bachelors of Science in Business Administration with a Concentration in Finance from San Jose State University. After college I earned my Certified Financial Planner designation while working at Raub Brock Capital Management, a Registered Investment Advisor based in Larkspur, California, before joining Opes Wealth Management in Menlo Park, California.
I was born and raised in Palo Alto, California, and I love the Bay Area. I volunteer as a financial coach for West Valley Community Services, a non-profit based in Cupertino, CA. I’m a lifelong Warriors and Niners fan, avid reader, podcast listener, and workout junkie. I live in Redwood City, California, with my wife, Helene, and our St. Bernard, Winnie.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William James Steinberger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
March 11, 2021 - Present
THINK DIFFERENT FINANCIAL PLANNING
RIA
CRD#: 312539
Redwood City, CA
Past
January 9, 2019 - March 9, 2021
OPES WEALTH MANAGEMENT, LLC
RIA
CRD#: 299704
MENLO PARK, CA
Past
November 3, 2016 - December 14, 2016
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
Palo Alto, CA
Past
November 13, 2014 - October 13, 2016
RAUB BROCK CAPITAL MANAGEMENT, LP
RIA
CRD#: 153994
LARKSPUR, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/11/2021)
IAR
Texas(7/1/2025)
Current Firm
THINK DIFFERENT FINANCIAL PLANNING
THINK DIFFERENT FINANCIAL PLANNING | THINK DIFFERENT FINANCIAL PLANNING LLC
CRD#: 312539 / SEC#:
California
Registered Investment Advisory firm - (3/11/2021 Approved)Texas
Registered Investment Advisory firm - (6/5/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Redwood City, CA
Mailing Address
1300 El Camino Real Suite 100 #84, Menlo Park, CA 94025
Phone number
(650) 387-0533
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 96,624,146 |
Red Flags
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