- Dedicated to helping you achieve financial independence
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
* Registration of an Investment Adviser does not imply any level of skill or training.
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