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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 Business Oversight*

         Real Estate Broker & Consultant

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

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


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Steinmetz Financial Planning
951 Mariners Island Blvd., Suite 300
San Mateo, CA 94404


* Registration of an Investment Adviser does not imply any level of skill or training.

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