Ed Snyder, Cfp®, Chfc

Ed Snyder, Cfp®, Chfc Email and Phone Number

I help Eli Lilly employees with their financial lives, relieving their stress around money, and freeing up their time. @ Oaktree Financial Advisors, Inc.
Ed Snyder, Cfp®, Chfc's Location
Carmel, Indiana, United States, United States
Ed Snyder, Cfp®, Chfc's Contact Details

Ed Snyder, Cfp®, Chfc personal email

n/a
About Ed Snyder, Cfp®, Chfc

I help Eli Lilly employees with their financial lives. I love working with Lilly employees like you on simplifying complicated finances, creating and implementing a plan, and relieving your stress around money.As an Eli Lilly employee, you can probably relate to these issues:1. As your career has advanced, your financial life has become more complex, and you have less time to spend on finances.2. You realize retirement isn’t as far away as it once seemed.3. You’re wondering if you’ll have enough money in retirement.4. You have investments scattered around with no cohesive plan.Many financial advisors are generalists. I’m different. Here’s how:1. I specialize in helping Eli Lilly employees. Over 60% of Oaktree Financial Advisors’ clients are current or former employees of Lilly.2. I’m working with Lilly employees every day and I’ve been doing that for over 20 years.3. I have a deep and comprehensive understanding of Lilly’s compensation and employee benefits programs and how they impact your financial life.4. I use the Lilly Employee Analysis and Plan or LEAP that we created here at Oaktree just for Lilly folks.5. I “eat my own cooking”, meaning I invest using the same strategies we use for clients.6. I’m a CERTIFIED FINANCIAL PLANNER® professional. As such, I act as a fiduciary when providing financial advice. This means I put your best interests first.You wouldn’t see a family doctor for a heart problem. You’d go to a cardiologist - a specialist. Don’t settle for a “financial advisor” that’s a generalist. You deserve impartial advice from a specialist who’s experienced at helping Eli Lilly employees with their financial issues.The Oaktree Financial Advisors team and I work with Eli Lilly employees every day with the goal of easing their money stress, simplifying their lives, and freeing up their time. Schedule a call with us by going to ⏩ oaktreeadvisors.com ⏪Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli LillyThe Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.htmlOaktree Financial Advisors,12900 N. Meridian Street., Suite 130, Carmel, IN 46032, 317-818-1631www.commonwealth.com/termsofuse.html

Ed Snyder, Cfp®, Chfc's Current Company Details
Oaktree Financial Advisors, Inc.

Oaktree Financial Advisors, Inc.

View
I help Eli Lilly employees with their financial lives, relieving their stress around money, and freeing up their time.
Ed Snyder, Cfp®, Chfc Work Experience Details
  • Oaktree Financial Advisors, Inc.
    Co-Founder, President
    Oaktree Financial Advisors, Inc. Jan 2000 - Present
    Carmel, Indiana, Us
    I co-founded Oaktree Financial Advisors in 2000 after working six years in the financial industry and realizing that most “financial advisors” were salespeople working for companies who had financial products to sell – whether it was right for the client or not. I wanted to create a firm where we provided financial advice and guidance from a truly independent perspective, free from sales pitches and transactional business. At Oaktree, we work for our clients and develop long-term, trusting relationships with the highest level of service. Our clients are Eli Lilly employees, and our advisors are experts in helping them. Schedule a call at ⏩oaktreeadvisors.com/contact/⏪
  • Marketshare Financial
    Fixed Income Specialist
    Marketshare Financial Nov 1995 - Jan 2000
    Carmel, In, Us
  • Prudential Financial
    Registered Representative
    Prudential Financial Oct 1994 - Nov 1995
    Newark, New Jersey, Us
  • Adt Security Systems
    Account Representative
    Adt Security Systems Aug 1993 - Oct 1994

Ed Snyder, Cfp®, Chfc Skills

Investments Financial Advisory Portfolio Management Wealth Management 401k Rollovers Retirement Strategic Financial Planning Investment Management Asset Allocation Retirement Planning Insurance Advising Eli Lilly Employees Securities Personal Finance Personal Financial Planning Finance Financial Services Board Of Directors Pharmaceutical Industry Non Profit Volunteering Iras Roth Ira Traditional Ira Sep Ira Rollovers

Ed Snyder, Cfp®, Chfc Education Details

  • Ball State University - Miller College Of Business
    Ball State University - Miller College Of Business
    Business
  • College For Financial Planning
    College For Financial Planning
    Cfp® Program

Frequently Asked Questions about Ed Snyder, Cfp®, Chfc

What company does Ed Snyder, Cfp®, Chfc work for?

Ed Snyder, Cfp®, Chfc works for Oaktree Financial Advisors, Inc.

What is Ed Snyder, Cfp®, Chfc's role at the current company?

Ed Snyder, Cfp®, Chfc's current role is I help Eli Lilly employees with their financial lives, relieving their stress around money, and freeing up their time..

What is Ed Snyder, Cfp®, Chfc's email address?

Ed Snyder, Cfp®, Chfc's email address is ed****@****ors.com

What is Ed Snyder, Cfp®, Chfc's direct phone number?

Ed Snyder, Cfp®, Chfc's direct phone number is +131720*****

What schools did Ed Snyder, Cfp®, Chfc attend?

Ed Snyder, Cfp®, Chfc attended Ball State University - Miller College Of Business, College For Financial Planning.

What are some of Ed Snyder, Cfp®, Chfc's interests?

Ed Snyder, Cfp®, Chfc has interest in Family, Children, Good Cigars, Economic Empowerment, Education, Poverty Alleviation, Faith, Arts And Culture, Good Beer, Friends.

What skills is Ed Snyder, Cfp®, Chfc known for?

Ed Snyder, Cfp®, Chfc has skills like Investments, Financial Advisory, Portfolio Management, Wealth Management, 401k Rollovers, Retirement, Strategic Financial Planning, Investment Management, Asset Allocation, Retirement Planning, Insurance, Advising Eli Lilly Employees.

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.