Will Steinberger - Think Different Financial Planning - Menlo Park, California

Helene P.

Will introduced himself in our neighborhood as a financial adviser for anyone who wanted free fiduciary advice. As a senior citizen, after-school teacher. and caretaker for my ill husband, I became acquainted with Will in our living room to which he made several punctual and well-organized house calls. My portfolio was poorly invested and he helped me direct my investments in a way both safe and profitable. Will continues to advise me though he has moved away and is starting his married and business life in a new locale as I begin my life as a widow. Whenever I have a question to ask, Will is always there for me these past 3 years, never having asked for a dime, patiently guiding me. This man has a very good heart and he excels as a financial advisor both as a gentleman and as a smart and sincere business man.

Ashley N.

Will has everything you could want in a financial advisor. He is always acting with compassion, guiding you through the confusion, and championing YOUR financial goals.

Will came highly recommended by my friend Amy.  When I got in touch Will, he stood out immediately as an expert financial advisor because of his ability to disseminate financial jargon in a way that was not only comprehensible but empowering.

He has an amazingly well planned and thought out approach and with it we were able to look backward and forward into my financial goals and set up my retirement accounts in a way that feels balanced and worry-free.

An extra bonus is that I feel as though I have gained a lifelong friend by working with Will.  He continues to follow up with me and is always promptly responsive to my emails. Thank you, Will!

Shannon B.

I've always been a little suspicious of financial planners but, Will earned my trust and confidence. He took plenty of time to understand my situation and seemed genuinely interested in getting to know me, then provided unbiased advice without trying to sell me anything. He helped me gain new perspectives on my financial health. I also appreciate that Will Steinberger is an active member of this community, providing pro bono services through his volunteer work, and engaging with neighbors online and in person.

joanna S.

I met Will a few years before and liked his manner and recently I had questions about a variable annuity I had purchased a few years ago. He looked into the matter for me thoroughly and alerted me to the actual costs of that annuity and advised a course of action which I agreed with. He was very helpful and took his time with me; I never felt pressured and definitely felt he was putting my best interests first. I would recommend him to anyone.

Blanca R.

My husband and I consulted with Will on an important financial situation for our family, and he was able to guide us in the right direction with his expertise. Will is very knowledgeable and is someone we will continue to trust with our financial matters and our children’s financial future.

Kieran H.

A real professional, and a friendly guy to work with. Definitely happy to recommend Will to others

Mika S.