Find the Certified Financial Planner™
Who's right for you.

Barbara Lynn Steinmetz, CFP®, EA

Steinmetz Financial Planning

951 Mariners Island Blvd.
Suite 300
San Mateo, CA 94404
Phone: (650) 401-3800
Fax: (650) 401-3830

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Retirement

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.