How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Kevin Schneider
As a Stockton native, I have gained a unique insight into the fiscal needs of the residents of the Central Valley. With over 40 years as a financial professional, I have helped hundreds of families achieve their financial goals. In 2017, I joined Berthel Fisher and established Schneider Asset Management to further facilitate the needs of my clients. Whether you’re planning for retirement, saving for a child’s higher
education, or attempting to manage your future health care needs through Long Term Care, I can be an invaluable resource. I am an Accredited Asset Management Specialist (AAMS), a Chartered Retirement Plan Counselor (CRPC), and a member of the San Joaquin Estate Planning Council. look forward to meeting with you and helping you reach you financial goals.