Don Snyder, Mba, Cfp®

Don Snyder, Mba, Cfp® Email and Phone Number

Florida, United States
Don Snyder, Mba, Cfp®'s Location
Greater Tampa Bay Area, United States
Don Snyder, Mba, Cfp®'s Contact Details

Don Snyder, Mba, Cfp® work email

Don Snyder, Mba, Cfp® personal email

n/a
About Don Snyder, Mba, Cfp®

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

Don Snyder, Mba, Cfp®'s Current Company Details
SFG Wealth Advisors, LLC

Sfg Wealth Advisors, Llc

View
President
Florida, United States
Website:
sfgtampa.com
Employees:
6
Don Snyder, Mba, Cfp® Work Experience Details
  • Sfg Wealth Advisors, Llc
    President
    Sfg Wealth Advisors, Llc
    Florida, United States
  • Sfg Wealth Advisors, Llc
    President
    Sfg Wealth Advisors, Llc Jan 2020 - Present
    Tampa, Florida, United States
    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… 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
  • Snyder Financial Group, Llc
    Certified Financial Planner™
    Snyder Financial Group, Llc Jan 2001 - Present
    Tampa, Florida
  • The Strategic Financial Alliance
    Registered Representative And Investment Adviser Representative
    The Strategic Financial Alliance Jan 2012 - Present
    Greater Atlanta Area
    Investments 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.
  • Teco Peoples Gas
    Methods Analyst / Operations Management
    Teco Peoples Gas Nov 1992 - Dec 2000
    Tampa/St. Petersburg, Florida Area
    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… 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
  • Deutsche Bank
    Operational And It Support
    Deutsche Bank May 1989 - Jun 1992
    Miami
    Helped 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

Series 7 Investment Advisory Securities Series 63 Financial Advisory Finra Retirement Series 65 Financial Services Financial Planners Investments Wealth Management Asset Managment Asset Allocation Mutual Funds

Don Snyder, Mba, Cfp® Education Details

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.