How it Works
Pricing
FAQ
Resource Center
Partners
Think Different Financial Planning was founded to help people in tech take control of their finances.
Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying.
We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals.
Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
About 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.
30/40 Wealth helps tech professionals with $1M to $15M+ in equity compensation turn their stock options, RSUs, and company stock into lasting wealth — without overpaying on taxes or making costly mistakes.
Morling Financial Advisors (MFA) is a fiduciary wealth management firm dedicated to maximizing your financial well-being through comprehensive, personalized, and tax-smart strategies.
Owl & Ore is a fee only financial planning firm, specializing in Family Financial Planning for employees who receive equity compensation packages.
Think Different Financial Planning was founded to help people in tech take control of their finances. Our flat fee is simple, transparent, and not tied to how much money you have. You always know exactly what you’re paying. We take the time to understand the full picture of your financial life — helping you maximize savings, minimize taxes, optimize investments, and stay on track toward your goals. Rather than trying to beat the market, we use low-cost, tax-efficient investments that are designed to track the market and build long-term wealth.
