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TwoTen Planning PLLC

Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning. I help tech executives/professionals with equity compensation to maximize the value of their company stock and option holdings, to reduce taxes, invest wisely, and to manage risk, by facilitating prudent and timely diversification decisions. If you are a tech executive, age 40+, with $500K+ investment savings, I can help you to maximize your equity comp, reduce taxes, manage risk, and invest wisely. Need help? Reach out! Make your equity count! We provide a free wealth assessment, which includes an Equity Comp Analysis, a Tax Return Diagnosis, and a Financial Plan Blueprint.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Stuart Sneen, CFA, CFP®, MSFP, RLP
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

Call for an Appointment Austin, TX 78738 Phone: (616) 389-4612

Primary Office

Call for an Appointment Austin, TX 78738 Phone: (616) 389-4612