Stuart Sneen (CFA, CFP®, MSFP, RLP)
Stuart Sneen focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
Planning Specialties
Equity Compensation Planning Financial Planning Tax PlanningAdditional Information
My Story:
Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning. TwoTen Planning is a fee-only, wealth planning firm designed for tech and equity-compensated professionals. We provide equity comp, financial, and tax planning services – for a fixed fee.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!
NAPFA Start Date
May 22, 2024
Download vCard
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.