Ross B Snyer

Ross B. Snyer is originally from the Denver, CO area where he began his financial services career in 1986 as a Certified Public Accountant (CPA) with a focus on auditing. Ross migrated from the accounting world to financial and investment planning in 2001 upon obtaining his CERTIFIED FINANCIAL PLANNER™ designation. He holds his FINRA Series 7, 66 and 24 securities registrations with LPL Financial.

As the Principal of the firm, Ross is the primary contact for client relationships, but utilizes his staff fully to provide a high level of client experience.  Ross is the primary decision-maker in the area of investment research and oversees the firm’s financial planning and corporate retirement plan activities. He collaborates with other advisors in the industry as well as with the LPL Research team to help ensure clients have access to multiple perspectives, insights, opinions and experience.  Ross is often on the road, to maintain direct contact with our clients in the Orange County and San Francisco areas, as well as other locations around the country.

Ross and his wife, Michele, live in Clyde Hill, WA where they appreciate the many opportunities the area offers to enjoy outdoor fitness activities, especially playing tennis as well as bicycling and taking long walks.

Education

University of Denver - Bachelor of Science in Business Administration, 1984
University of Denver - Master of Accounting, 1986

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7, 66 and 24 held through LPL Financial

Life, Accident and Health Insurance Licenses in the states of CA, WA and VA.

Community

University of Denver Alumnae Advisory Council, former member