Michael Snowdon, Cfp®, Crpc®, Abfp® Email & Phone Number

Denver, Co, Us

Centennial, Colorado, United States

Financial counseling for military members in all components of financial wellness.

Centennial, Colorado, United States

Colorado

Optimize personal financial life planning services along with writing and speaking about financial well-being. Deliver online education as adjunct faculty instructor on the topics of personal financial planning, insurance and risk management, investment planning and retirement planning. Provide financial planning counseling to military personnel, including budgeting, debt management, retirement and matching investment planning to achieve life goals.

Denver, Co

Developed and implemented approach to address the problem of improving required financial knowledge among individuals from many diverse backgrounds, cultures and nationalities. Implemented training programs leading to greater professionalism, reduction of compliance risk, increase in client satisfaction and retention by embracing a financial planning/advice philosophy and process Developed and rolled-out programs to increase advisor - client relationship development. Wrote content for CFP education programs.

Greenwood Village, Co

WealthRidge was a small, state-registered investment advisory firm providing wealth management and financial planning services to small businesses and middle and upper-middle income individualsManaged client assets ($20 million +) with full discretionary authority (fee-based)o Generated initial and ongoing asset allocation in alignment with client goalsDelivered full financial life planning services, focusing ono Asset accumulationo Retirement planningo College planningo Insurance and risk managemento Budgeting and foundational financial planning – mostly on a pro bono basisDeveloped sustainable relationships, guided clients to coordinate financial actions with life goals Regularly wrote blogs/articles and spoke at workshops and conferences on financial planning topics

Greenwood Village, Co

• Wrote and taught Financial Planning Process and Insurance (CFP certification) course used by more than 5,000 students domestically and internationally• Wrote the Foundations in Financial Planning course to train beginning financial services professionals• Presented training events in financial services corporations: in person, via satellite, and by video, internet and computerDirector of Corporate Sales:• Led a team of national account managers who developed relationships with key multinational financial corporations; increasing annualized sales revenues over previous years from average of $4.0 million to $6.0 million• Increased key corporate relationships by 35 major national accounts (100% increase)• Implemented two new distribution channels, opening the door for increased annual sales revenues of more than $2 million• Reorganized key product design, resulting in increased sales which helped generate approximately $10 million in annualized revenues

Ma, Pastoral Counseling

Cfp, Financial Planning

Ba, Education