Stu Sneen, CFP®, CFA

Flat Fee, Fiduciary Financial Advisor - Serving clients nationwide.

Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning, a financial planning practice designed for mid- to late-career professionals (often in tech). We provide financial planning, tax planning, and investment services – for a flat fee.

Your Situation:

You are a professional and you are navigating the complexities of your equity awards and your financial matters. You have many challenges:

➡️ Understanding your equity awards and making prudent, informed, and timely decisions

➡️ Managing your stock concentration, while investing wisely

➡️ Awareness of the tax, investment, and legal implications

➡️ Getting financially organized with a plan to protect your family and assets from an untimely event

These challenges require wise decision-making to ensure that you maximize your financial opportunities, care for your family, and avoid costly mistakes.

You are smart and successful. Yet, you may be lacking the time, interest, knowledge, or discipline to manage all the moving financial parts on your own. And let’s face it, we all have blind spots. You desire financial help so you can instead focus on everything that matters most in your life!

Stu’s Professional Notes:

Prior to founding TwoTen Planning, I enjoyed a successful 25-year 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 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 in my work with clients today!

➡️ I received a bachelor’s degree in finance from the University of Minnesota, and a master’s degree in advanced financial planning from Golden Gate University.

➡️ I hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations.

Stu’s Personal Notes:

➡️ I live in Austin, TX, with my wonderful wife and two sons.

➡️ We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)!

➡️ We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean.

➡️ We attend Austin Ridge Bible Church.

✅ If you are a mid-career professional, I can help you to maximize your equity, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me.

Learn more at twotenplanning.com