Our Team
Paul Schreier CFP®, RICP® (RICP conferred by The American College), CLU®, ChFC®
Wealth Management Advisor
Paul Schreier brings a distinct blend of technical expertise and financial acumen to his role as a financial advisor. After a 17-year career in the high technology field, primarily in the semiconductor industry, Paul felt a calling to...
Rosalynd Shaw, RICP®
Wealth Management Advisor
Rosalynd Shaw brings more than 20 years of experience in financial services, with a career spanning banking, insurance, risk management, and comprehensive financial planning. She began her career at Union Bank of California in Palm...
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Nicholas Reynolds
Associate Financial Advisor
Nick Reynolds serves as an Associate Financial Advisor at Schreier Wealth, working alongside clients and the team to help turn financial goals into actionable plans. His role includes supporting comprehensive financial planning,...
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Danielle Schreier
Director of Marketing and Business Development
Danielle Schreier brings a diverse professional background spanning the legal, accounting, and financial services industries, with experience in marketing communications, branding, public relations, events, and business development....
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