Please complete the CAPTCHA to continue
@snowdenlane.com
✓
2 phones found area 646
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Leah Thomson Snell, Cfp® is listed as Senior Partner, Managing Director at Snowden Lane Partners at Snowden Lane Partners, a company with 79 employees, based in Pasadena, California, United States. AeroLeads shows a work email signal at snowdenlane.com, phone signal with area code 646, and a matched LinkedIn profile for Leah Thomson Snell, Cfp®.
Leah Thomson Snell, Cfp® previously worked as Senior Partner, Managing Director at Snowden Lane Partners and Partner, Vice President at Snowden Lane Partners. Leah Thomson Snell, Cfp® holds Psychology from University Of California, Los Angeles.
This section adds company-level context without repeating Leah Thomson Snell, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Leah Thomson Snell, Cfp®. Compare company email patterns before reaching out.
What I enjoy most about my career is when a client is comfortable enough with their investment strategy that they can pursue their passions in life and focus on what is most important to them.We are independent registered investment advisors and fiduciaries for our clients' advisory accounts, meaning we are legally bound to act solely in our clients' best interests. This has become an important distinction in the financial advisory industry.Our team practices an asset allocation discipline with consistent rebalancing to provide income for clients. We begin each relationship with a comprehensive financial plan that is updated at least annually, and we communicate consistently through up markets and down markets.Specialties: financial planning, exceptional personalized service, asset allocation and consistent rebalancing, multi-generational guidance, investment advice
Listed skills include Strategic Financial Planning, Asset Allocation, Retirement Planning, Financial Planning, and 1 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
We are no longer simply brokers, but are now fiduciaries to our clients. Brokers must make suitable investment recommendations to their clients. Fiduciaries are legally bound to act solely in the best interest of our clients. We take this very seriously and look forward to being our clients' last financial advisor team.Snowden is an independant advisory.
Pasadena, CA
I transitioned from a Client Associate into the Financial Advisor training program where I was mentored by both my team and other advisors. I was exposed to a variety of different practice styles and specialties, and implemented best-practices into my own work.
Pasadena, CA
I began my career in the financial services industry as a Client Associate, allowing me to fully understand the process from the time a client makes a request to the time it is complete. This was time well-spent, and enjoyed, as I built my knowledge base and expertise. I was a leader in best-practices in my office, and was often asked for guidance on a.
Other employees you can reach at snowdenlane.com. View company contacts for 79 employees →
Leo Volz
Colleague at Snowden Lane Partners
Greater Philadelphia, United States
View →
JD
John Diciaccio
Colleague at Snowden Lane Partners
Pasadena, California, United States, United States
View →
MD
Matthew Davidson
Colleague at Snowden Lane Partners
New York City Metropolitan Area, United States
View →
CG
Christian Gallo
Colleague at Snowden Lane Partners
New York, New York, United States, United States
View →
AA
Armando A. Ureña, Mba, Cpwa®
Colleague at Snowden Lane Partners
Miami-Fort Lauderdale Area, United States
View →
JS
Jessy S. Mogro
Colleague at Snowden Lane Partners
New York, New York, United States, United States
View →
WM
Wilton Mejia
Colleague at Snowden Lane Partners
New York, New York, United States, United States
View →
CJ
Charles Jones
Colleague at Snowden Lane Partners
Washington DC-Baltimore Area, United States
View →
JH
Johanna Haza
Colleague at Snowden Lane Partners
Homestead, Florida, United States, United States
View →
MK
Michael Kreuzer, Cfp®
Colleague at Snowden Lane Partners
Buffalo-Niagara Falls Area, United States
View →
My semester abroad was spent in Florence, Italy and was an incredible experience. To live away from home in a special city, and being able.
Quick answers generated from the profile data available on this page.
Leah Thomson Snell, Cfp® works for Snowden Lane Partners.
Leah Thomson Snell, Cfp® is listed as Senior Partner, Managing Director at Snowden Lane Partners at Snowden Lane Partners.
AeroLeads has found 1 work email signal at @snowdenlane.com for Leah Thomson Snell, Cfp® at Snowden Lane Partners.
AeroLeads has found 2 phone signal(s) with area code 646 for Leah Thomson Snell, Cfp® at Snowden Lane Partners.
Leah Thomson Snell, Cfp® is based in Pasadena, California, United States while working with Snowden Lane Partners.
Leah Thomson Snell, Cfp® has worked for Snowden Lane Partners and Merrill Lynch.
Leah Thomson Snell, Cfp®'s colleagues at Snowden Lane Partners include Leo Volz, John Diciaccio, Matthew Davidson, Christian Gallo, and Armando A. Ureña, Mba, Cpwa®.
You can use AeroLeads to view verified contact signals for Leah Thomson Snell, Cfp® at Snowden Lane Partners, including work email, phone, and LinkedIn data when available.
Leah Thomson Snell, Cfp® holds Psychology from University Of California, Los Angeles.
Leah Thomson Snell, Cfp® is listed with skills including Strategic Financial Planning, Asset Allocation, Retirement Planning, Financial Planning, and Retirement Income Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts