About Joe
Joe joined Snider Financial Group as a Wealth Advisor in 2017. Joe’s experience in the industry started as a Financial Advisor in 2007. He has worked on large teams throughout his career focusing on comprehensive financial planning and investment management for individuals, high net worth families, business owners and institutional clients. Joe is a Washington state native who graduated from the University of Washington in Seattle with a B.A. in Business Administration at the Michael G. Foster School of Business in 2002. In 2008, Joe earned the designation of Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning. In 2019, Joe earned the designation of Accredited Portfolio Management Advisor (APMA®), also from the College for Financial Planning. Joe is Life, Disability, Variable Life and Variable Annuity licensed. Joe and his wife Jennipher, a registered nurse at Harborview Medical Center, reside in Issaquah, WA, along with their two daughters, London and Everly. Joe values his time spent with family more than anything and embraces all the wonders and activities that the Pacific Northwest has to offer. *CRPC® conferred by College for Financial Planning ** APMA® conferred by College for Financial Planning
Areas of focus
Credentials & background
Designations
Licenses
Education
University of Washington in Seattle with a B.A. in Business Administration at the Michael G. Foster School of Business in 2002.
Clients served
Registered in
Washington, Oregon, California, Oklahoma
Regulatory
The firm
With Snider Financial Group, you have found a financial partner dedicated to your best interests. We listen carefully to understand your unique needs and through our knowledge and experience provide you with independent advice and personalized strategies. We practice holistic financial planning - a comprehensive approach that focuses on what you value most. Our objective is to help you fully explore and define your goals and then structure your resources so that you can pursue critical milestones throughout your financial life. We operate with integrity and diligence as we help you accumulate and preserve your wealth.
12505 Bel Red Road, Suite 200, Bellevue, WA 98005Disclosures
Snider Financial Group is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Snider Financial Group and its representatives are properly licensed or exempt from licensing. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss. No advice may be provided by Snider Financial Group unless a client service agreement is in place.