Stuart Sneen (CFA, CFP®, MSFP, RLP)
Stuart Sneen focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
Equity Compensation Planning Financial Planning Tax PlanningAdditional Information
My Story:
Prior to founding TwoTen Planning, I enjoyed a successful career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments.
Prior to that, I spent nearly 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager. The expertise that I acquired and developed at these firms helps me greatly in my work with clients today!
My Why:
God has blessed me with spiritual gifts, and it’s my job to be a faithful steward of those gifts and use them to advance His purpose. TwoTen Planning is my calling and opportunity to serve clients.
NAPFA Start Date
May 22, 2024
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