In this episode of RIA Collective, Charlie is joined by Dennis Snoozy, Founder and President of SNP Financial Advisors.
Throughout his almost 30-year career in financial services, Dennis Snoozy has a lot of hats. From Financial Advisor to Regional Manager, and now with his RIA, Dennis brings a variety of experiences that will benefit advisors thinking about change.
Tune into this episode of RIA Collective to learn from an industry vet who has been through it all.
Financial Advisor, Dennis Snoozy has a passion for helping clients prepare to retire, over his 29-year financial services career he has had roles as a Branch Manager, and Executive for a Wall St. investment company and has advised and trained numerous financial advisors on strategies to help their clients plan for retirement. He is the founder of SNP Financial Advisors. Because of his diverse background, Dennis brings a holistic approach to helping his clients prepare for retirement. He has also has a very good understanding of how technology is changing our world, and how this can potentially impact the financial planning business model.