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Todd Schneider

CEO & Founder

In 2002, combining his passion for helping others with his knowledge in financial planning, Todd opened Schneider Wealth Management, LLC.

Todd focuses on building custom-tailored retirement plans while providing asset protection from market volatility, minimizing tax liability, and maximizing multi-generational wealth transfer for clients.

Todd’s holistic approach to upholding a “gain and retain” philosophy has enabled Todd to help protect and preserve the retirement assets of hundreds of clients throughout the United States.

Upon completion of his undergraduate degree at Texas A&M, he was fast-tracked through management at Zale Corporation. He obtained his MBA in finance in 2002 from the University of Texas at Arlington with distinguished honors.

Todd believes it is not enough to merely place your wealth in sound investments and then move on. Todd is constantly involved with his clients and monitors their portfolios and investments continually.

Todd grew up in Omaha, Nebraska, and Fort Worth, Texas. He currently resides in Southlake, Texas, with his wife of 23 years and two wonderful daughters.

Education

Institution Name: University of Texas at Arlington
Year Graduated: 2002
Major: Master of Business Administration-Finance

Institution Name: Texas A&M University
Year Graduated: 1996
Major: Bachelor of Science-Biomedical Science

License: Series 65
Year earned: 08/2011

Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Maximization

Life Insurance

Long-Term Care

Legacy Planning

IRA/401k Rollover

Health Insurance

Medicare

Annuities for Retirement Income

Fixed Indexed Annuities

Tax Services

Contact Us

Schneider Wealth Management

3100 W. Southlake Blvd.
Suite 110
Southlake, TX 76092


Phone: 817-482-1800

Fax: 866-232-0468

Email: Info@Schneider-Wealth.com