William James Steinberger
Investment adviser representative at Think Different Financial Planning
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141.5MFirm assets
Are you William James Steinberger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Think Different Financial Planning LLCMar 2021 to now
- Opes Wealth Management, LLCDec 2018 to Mar 2021
- Opes Advisors, Inc.Jan 2017 to Dec 2018
- Buckingham Asset Management, LLCOct 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Think Different Financial Planning
Legal name: Think Different Financial Planning LLC
$141.5MAssets managed
45Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5541333
- Firm CRD
- 312539