Don Snyder, Mba, Cfp® Email and Phone Number
Don Snyder, Mba, Cfp® work email
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Don Snyder, Mba, Cfp® personal email
As an owner of an independent financial planning and advisory firm established more than thirty-seven years ago, we focus on helping others make wise financial decisions and become better stewards of their finances. We are committed to providing our clientele with a very personalized experience that sets us apart from the larger institutions. We are experienced, objective, and trustworthy in our dealings with each of our valued relationships. We specialize in retirement income planning, 401(k) rollovers, estate preservation, and implementing tax reductions strategies for professionals and business owners. www.sfgtampa.com
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PresidentSfg Wealth Advisors, LlcFlorida, United States -
PresidentSfg Wealth Advisors, Llc Jan 2020 - PresentTampa, Florida, United StatesAt SFG Wealth Advisors, I provide ongoing investment advice and financial planning services for families that are nearing retirement or require income planning in retirement. I also help small business owners who are seeking competent and objective financial guidance. My responsibilities include: firm oversight and management, new client development and portfolio reviews, investment analysis, and helping ensure our firm and staff continues to make a positive impact in the… Show more At SFG Wealth Advisors, I provide ongoing investment advice and financial planning services for families that are nearing retirement or require income planning in retirement. I also help small business owners who are seeking competent and objective financial guidance. My responsibilities include: firm oversight and management, new client development and portfolio reviews, investment analysis, and helping ensure our firm and staff continues to make a positive impact in the community.Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory services offered through SFG Wealth Advisors, LLC. B. Don Snyder is a registered representative and investment adviser representative of SFA and an investment adviser representative SFG Wealth Advisors, LLC, which is otherwise unaffiliated with SFA. Supervisory Office (678) 954-4000. Show less -
Certified Financial Planner™Snyder Financial Group, Llc Jan 2001 - PresentTampa, Florida
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Registered Representative And Investment Adviser RepresentativeThe Strategic Financial Alliance Jan 2012 - PresentGreater Atlanta AreaInvestments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. -
Methods Analyst / Operations ManagementTeco Peoples Gas Nov 1992 - Dec 2000Tampa/St. Petersburg, Florida AreaServed in multiple capacities during my tenure with TECO Peoples Gas. Initially, I was responsible for conducting workflow analysis, process improvement, and supporting multiple division managers with expense management and budget review. I also assisted with implementing new technologies and helped with change management. Served as Regional Meter Activity Manager and then transitioned to Heritage Propane as the Operations Manager for the Orlando territory. This included responsibility for a… Show more Served in multiple capacities during my tenure with TECO Peoples Gas. Initially, I was responsible for conducting workflow analysis, process improvement, and supporting multiple division managers with expense management and budget review. I also assisted with implementing new technologies and helped with change management. Served as Regional Meter Activity Manager and then transitioned to Heritage Propane as the Operations Manager for the Orlando territory. This included responsibility for a large delivery operation serving the greater Orlando area and supervision of twelve employees. Show less -
Operational And It SupportDeutsche Bank May 1989 - Jun 1992MiamiHelped provide organizational support to all facets of the international banking operations. Was required to speak German and help assist with working procedures, implementing new technology, and training employees for an agency that had offices throughout Latin America and was headquartered in Bremen, Germany.
Don Snyder, Mba, Cfp® Skills
Don Snyder, Mba, Cfp® Education Details
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Marketing And International Studies -
Business Administration And Management
Frequently Asked Questions about Don Snyder, Mba, Cfp®
What company does Don Snyder, Mba, Cfp® work for?
Don Snyder, Mba, Cfp® works for Sfg Wealth Advisors, Llc
What is Don Snyder, Mba, Cfp®'s role at the current company?
Don Snyder, Mba, Cfp®'s current role is President.
What is Don Snyder, Mba, Cfp®'s email address?
Don Snyder, Mba, Cfp®'s email address is ds****@****sfa.net
What schools did Don Snyder, Mba, Cfp® attend?
Don Snyder, Mba, Cfp® attended Stetson University, Nova Southeastern University.
What are some of Don Snyder, Mba, Cfp®'s interests?
Don Snyder, Mba, Cfp® has interest in Fly Fishing, Children, Family Activities, Education, All Types Of Music, Poverty Alleviation, Tennis, Percussion.
What skills is Don Snyder, Mba, Cfp® known for?
Don Snyder, Mba, Cfp® has skills like Series 7, Investment Advisory, Securities, Series 63, Financial Advisory, Finra, Retirement, Series 65, Financial Services, Financial Planners, Investments, Wealth Management.
Who are Don Snyder, Mba, Cfp®'s colleagues?
Don Snyder, Mba, Cfp®'s colleagues are Greg Johnson.
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