William Steinberger has been Founder, CEO, CCO of Think Different Financial Planning since January 2021, is a control person of the firm and directly owns 75% or more of it. William Steinberger holds a Bachelor of Science in Business Administration with a Concentration in Finance from San Jose State University.
Think Different Financial Planning LLC is a firm with $142M under management, 45 clients and 1 adviser across 2 offices, as of its September 2026 filing.
Will Steinberger is Founder & CEO of Think Different Financial Planning. The firm was founded to help people in tech manage their money. Steinberger worked at Raub Brock Capital Management in Larkspur, CA, before joining Opes Wealth Management in Menlo Park, CA.
William Steinberger’s longest registration is the current one, 5 years at Think Different Financial Planning since 2021. Before joining Think Different Financial Planning in 2021, William Steinberger was registered through Opes Wealth Management, LLC and Buckingham Asset Management, LLC.
- – present · 5 yearsMenlo Park, CA · Adviser representative · Firm CRD 312539
- Opes Wealth Management, LLC– · 2 yearsMenlo Park, CA · Adviser representative · Firm CRD 299704
- Buckingham Asset Management, LLC– · under a yearPalo Alto, CA · Adviser representative · Firm CRD 143323
- Raub Brock Capital Management, LP– · 1 yearLarkspur, CA · Adviser representative · Firm CRD 153994
Professional designations
Listed by Think Different Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Steinberger is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is Texas, in July 2025.
- CaliforniaSince 11 March 2021
- TexasResidentSince 1 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William James Steinberger
- CRD
- 5541333
- Firm
- Think Different Financial Planning · CRD 312539
- Role
- Founder, CEO, CCO
- Office
- Menlo Park, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkdifferentfp.com
Where does William Steinberger work?
William Steinberger has been Founder, CEO, CCO of Think Different Financial Planning LLC since January 2021, and is a control person of the firm.
Is William Steinberger a financial advisor?
Yes. William Steinberger has a current investment-adviser registration in California and Texas, through Think Different Financial Planning since March 2021.
How many years of experience does William Steinberger have?
William Steinberger has 9 years in the financial industry, since December 2016, across 4 adviser firms.
What exams has William Steinberger passed?
William Steinberger passed the Series 65 in November 2014.
Where did William Steinberger work before Think Different Financial Planning?
Before Think Different Financial Planning, William Steinberger was registered through Opes Wealth Management, LLC, January 2019 to March 2021; Buckingham Asset Management, LLC, November 2016 to December 2016; Raub Brock Capital Management, LP, November 2014 to October 2016.
Where is William Steinberger based?
William Steinberger’s registered office is in Menlo Park, CA.
Is William Steinberger registered with FINRA?
No. William Steinberger has no current broker registration.
Is William Steinberger a CFP?
Think Different Financial Planning lists William Steinberger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Will Steinberger, CFP® biography, thinkdifferentfp.com
How can I verify William Steinberger’s record?
Search CRD 5541333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Steinberger’s full registration record.