# Silicon Beach Financial

Silicon Beach Financial is a RIA based in Santa Monica, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Santa Monica, CA, United States
- **Assets under management:** Undisclosed
- **Website:** siliconbeachfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/silicon-beach-financial

## Regulatory record

- **CRD number:** 332472
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332472

## About

Silicon Beach Financial is a fee-only, fiduciary wealth management and financial planning firm created to serve ambitious entrepreneurs and innovators. The firm helps clients make smart financial choices through comprehensive financial planning, investment management, and tax planning and return preparation. It partners with startup and tech leaders, including those in underrepresented communities, and operates as a virtual practice.

## Sectors

- Real Estate
- Private Credit
- Entertainment & Media

## People

- Jason Schneider — Principal

## Questions

### Who runs investment decisions at Silicon Beach Financial?

Jason Schneider serves as the principal and primary investment adviser. The RIA structure places ultimate fiduciary responsibility directly with him, as is standard for boutique registered investment advisory firms with a single lead advisor. He combines portfolio management with the client-facing advisory role, a common model for practices managing concentrated client bases rather than a large institutional pool of capital.

### What kind of client does Silicon Beach Financial target?

The firm targets high-earning individuals and families in the Los Angeles entertainment and technology sectors, specifically writers, producers, and creative executives with episodic or equity-heavy income streams. These clients require planning that accounts for irregular cash flows and concentrated single-stock positions—different from the salaried-physician or attorney client base that many local advisors pursue.

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- [Triflame Capital](https://altss.com/profile/triflame-capital)
- [Hobart Ventures](https://altss.com/profile/hobart-ventures)

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Last updated: 2026-08-11T15:08:04.536Z

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