Will Snodgrass, CFP® professional
My journey began when my father — a hardworking entrepreneur — passed unexpectedly, leaving our family in probate court for fourteen years. Watching his life's work slip away lit a fire in me: I vowed to help families protect their legacies.
So in 2010, I heeded the call and became a financial advisor. I earned my Bachelor of Science in Business Administration (emphasizing Entrepreneurship) from the University of Southern California, where I learned to blend opportunity-seeking with a people-first mindset.
Early in my career, I managed a team of advisors, but I quickly realized my true calling is working directly with clients — guiding them through complex decisions and safeguarding what matters most.
Pursuing the Highest Standard
To deepen my expertise, I pursued the CERTIFIED FINANCIAL PLANNER® certification — a rigorous process that fewer than 25% of advisors complete. The CFP® curriculum demands mastery of retirement and tax planning, investment management, estate design, insurance strategies, behavioral finance, and more.
As a CFP® professional, I'm held to the highest standard of care, which means your interests come first. Over the years, I've helped many families turn uncertainty into confidence — and anxiety into clarity.
My Approach
Listen first. Recommend solutions that fit your unique situation. Guide implementation. Proactively monitor and refine as life unfolds.
Serving Clients Nationwide
Not every family lives down the street — and your planning shouldn't be limited by geography. I work with Christian families across the country, meeting in whatever way fits your life: in person for those nearby, or through secure video, phone, and digital tools for clients anywhere in the U.S. Wherever you live, you get direct access to me — not a call center, not a rotating cast of associates.
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