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Will-Steinberger

Will Steinberger

Associate Wealth Advisor | Cupertino – Division HQ, California

License/Certifications: CFP®

Email:

Office: 408.831.5806

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Home > About Opes Advisors > Our Team > Will Steinberger

My Story

Will Steinberger has been a financial planner for over three years. His interest in the field began with his first job at age thirteen, when he became curious about how to invest his earnings.

 

Will completed his Bachelors of Science in Business Administration at San Jose State University with a Concentration in Finance, in 2010.  After college he co-founded a streaming music company and then joined a venture-backed FinTech startup that was purchased by MasterCard.

 

These ventures honed Will’s entrepreneurial skills, but he kept returning to his interest in personal finance. In 2015, he joined a Marin-based registered investment advisory firm, where he earned his Certified Financial Planner™ designation in 2016.  Leveraging his business acumen with financial planning training was a perfect fit as he joined Opes Advisors in 2017.

 

Since joining the team, Will has been supporting the activities of Tracie Southerland and Erin Whalen, as well as working with his own clients. He is fulfilling his goals of helping people understand and manage their personal finances.

 

Originally from Palo Alto, he currently lives in Menlo Park with his girlfriend, Helene, and their St. Bernard, Winnie.  His interests include reading, podcasts, staying active, and cooking. He gives back to the community through volunteering as a financial coach for West Valley Community Services and as a peer reviewer for the Journal of Financial Planning.  He is a welcome and valuable member of the Opes Advisors team.

Branch: Cupertino – Division HQ

19330 Stevens Creek Blvd

Cupertino, CA 95014

Phone: 408.831.5000

Fax: 408.831.5008

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