Will Steinberger
During my wealth management career, I’ve developed specialized expertise in the unique financial needs of Silicon Valley professionals.
I earned a Bachelor of Science in Business Administration with a concentration in Finance from San Jose State University. After graduating, I obtained my Certified Financial Planner™ (CFP®) designation while working at Raub Brock Capital Management in Larkspur, CA. I later joined Opes Wealth Management in Menlo Park, CA, further deepening my experience serving clients in the Bay Area tech community.
Born and raised in Palo Alto, I have deep roots in the Bay Area and a passion for giving back. I serve as a mentor at TIDE Academy, a public high school in Menlo Park, and am an active member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network.
Outside of work, I’m a lifelong Warriors and Niners fan, avid reader, podcast listener, and fitness enthusiast. I live in Redwood City with my wife, Helene, and our daughter, Penny.
