Stuart Sneen (CFA, CFP®, MSFP, RLP)
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Stuart Sneen focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
Biblical Financial Planning Evidence-Based, Faith Driven Investing Tax Planning & Preparation Business ConsultingAdditional Information
My Story: Prior to founding TwoTen Planning, I enjoyed a successful career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments. Prior to that, I spent nearly 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager. The expertise that I acquired and developed at these firms helps me greatly in my work with clients today! My Why: To glorify God, I believe that I was called by the Lord Jesus to carry out His purpose and plan for my life and to do the work He has prepared for me (Ephesians 2:10). God has blessed me with spiritual gifts, and it’s my job to be a faithful steward of those gifts and use them to advance His Kingdom. TwoTen Planning is my calling and opportunity to serve clients and God. Christians are yearning to engage and do business with other fellow believers who share a common faith in Jesus Christ and hold to a Christian worldview. We believe that our identity is in Christ and that we are to be stewards of the resources God has given to us.NAPFA Start Date
May 22, 2024
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