Broker Check
Megan Schneider, CFP®

Megan Schneider, CFP®

Financial Advisor

Megan Schneider, CFP®—a compassionate financial strategist with a unique blend of skills tailored to cater to the diverse needs of her clients. Megan's journey, from Los Angeles to the East Coast, and her educational background in San Diego, enrich her perspective and financial acumen. Beyond her professional prowess, Megan embraces a vegan lifestyle, reflecting her commitment to ethical and mindful living.

Financial Mastery and Experience: Wealth is redefined as more than just numbers on a balance sheet—it's about cultivating resilient and dynamic cash flow in every circumstance. Megan's experience in financial planning is a rich tapestry, intricately woven with the creative spirit of her Los Angeles roots and further enriched by her educational journey in San Diego. Complemented by her mastery of the Series 7 and Series 66 licenses, Megan's profound grasp of securities trading and holistic investment advice positions her as a guide in navigating the complexities of the financial landscape.

Her unique blend of financial acumen, West Coast ingenuity, and a commitment to ethical living define Megan's approach to fostering enduring financial well-being.

Strategic Cash Flow Approaches: Megan not only crafts strategic investment approaches but also understands the value of storytelling, a skill she honed during her time in television. Just like producing a compelling narrative, Megan nurtures financial strategies that prioritize the generation of robust and adaptable cash flow. Her approach ensures that clients not only accumulate wealth but also experience the tangible benefits of financial liquidity in every aspect of their lives.

Comprehensive Financial Well-being: Going beyond individual securities, Megan's approach is about cultivating a holistic understanding of wealth. The Series 66 qualification enables her to integrate various elements into well-rounded investment strategies, with a keen emphasis on maintaining consistent cash flow. As a Life and Health Insurance License holder, Megan adds an extra layer of security and planning to her clients' financial portfolios, ensuring a comprehensive and well-rounded approach tailored to individual needs.

Compassionate Guidance: In addition to her financial acumen, Megan is a Certified Death Companion. This unique certification reflects her commitment to providing compassionate support during life's most challenging transitions. Megan's holistic approach considers not only financial aspects but also emotional well-being, creating a personalized journey for her clients through life's changes.

A Glimpse into Megan's Life: A true Angelino at heart, Megan, brings with her a rich tapestry of experiences from the world of television. She shares a vibrant life with her husband, Jeffrey Schneider, and their two canine companions, Nora and Mulligan. Her love for gardening, the art of baking sourdough bread, a passion for hiking, and a commitment to a vegan lifestyle create a balanced and fulfilling life. Catch Megan in her element at live music events, where her appreciation for diverse experiences enriches her perspective.

Connect with Megan: Embark on a financial journey with Megan Schneider, CFP®, where experience in securities trading, holistic investment advice, insurance solutions, and compassionate support converge around the pivotal concept of resilient cash flow. Connect with Megan to experience a tailored approach that considers every facet of your financial well-being. Reach out today to start your personalized financial journey with insight, care, and a commitment to ethical living.

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Registered Representative and Financial Advisor of PAS, CA Insurance License Number - 4119787.