Chris Snyder

Education and Accreditations

• Bachelor of Science in Finance from Oregon State University
• CERTIFIED FINANCIAL PLANNER^® professional
• Series 7, 63, & 66 securities licenses

Expertise

As a Wealth Advisor with more than a decade in the financial services industry, Chris brings experience and perspective to a wide range of clients, drawing from his diverse background across multiple areas of financial services that allows him to approach client situations from various angles. Chris is dedicated to understanding each client’s unique priorities and helping them align their goals with practical strategies that support their personal definition of financial success and the firm’s commitment to True Wealth Management.

Chris’s greatest strength lies in his ability to communicate effectively with clients across all backgrounds and preferences. Whether a client wants to dive deep into complex financial details or prefers high-level information to make informed decisions, he adapts his approach to deliver exactly what each client needs without overwhelming them.

As a student of the market and a lifelong learner, he thrives on curiosity and continuous improvement. His broad curiosity and detail-oriented mindset, whether analyzing portfolios or exploring personal interests like electronics and repairing vintage watches, provide clients with thoughtful guidance and fresh perspective in every interaction.

Things to know about Chris

What’s the most rewarding part of being a wealth advisor?

“For me, the most rewarding part of being a wealth advisor is when a client starts to see their goals turning into reality, whether that’s buying their first home, securing a comfortable retirement, or funding a child’s education.”

If you wrote a book, what would be the subject?

“The hidden beauty of how things work — from markets to microchips.”