Warren M. Schneider

Warren M. Schneider

Certified Public Accountant, Wealth Management Advisor, Master of Science in Accounting, and Principal

As founder and president of Schneider Financial Management, Warren provides successful individuals and growing businesses with a range of comprehensive financial guidance for accounting, tax, investment, retirement, and financial planning.

Warren Schneider, CPA, has been a practicing certified public accountant since 1976 and a registered securities representative and investment advisory representative since 2004.

Warren holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and is a registered representative and investment adviser representative with Commonwealth Financial Network®.

In addition, Warren holds life insurance licenses in New Jersey, New York, and Connecticut.

Warren graduated from Rutgers College in 1973 and received his MS in accounting from Wharton Graduate School of the University of Pennsylvania in 1974.

After 11 years of initial experience in national and regional accounting firms, Warren left his partnership at a regional accounting firm to join a major real estate developer as corporate treasurer and vice president of finance.

After six years managing the hundreds of millions of dollars of casino funds and assisting with the acquisition of financing for hotels, casinos, and an airline, Warren Schneider launched his own entrepreneurial career, founding Schneider & Company, Certified Public Accountants, in 1991.

For the past 25 years, Schneider & Company has been providing accounting, tax, and forensic consulting services to growing businesses, successful professionals, banks, and attorneys.

When the state laws were changed to allow CPAs to be licensed and registered as securities representatives, Warren recognized the value of comprehensive financial services and, in 2004, introduced those services to his clients.

In 2014, Warren rebranded the firm to Schneider Financial Management to express the comprehensive benefits of providing accounting, tax, and wealth management services.

Warren and his wife, Roberta, have been residents of Morris County, New Jersey, for 35 years and are proud to have two successful daughters, two great sons-in-law, and four wonderful grandchildren.