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.