William Sneckner, CFP®
Financial Planner
As a Financial Planner with Ridgegate™ Financial, William helps high-net-worth to ultra-high-net-worth individuals and families to find the missing piece in their financial puzzle.
Throughout his 5 years in the field, William has developed a skill for developing and recommending sophisticated solutions for wealthier investors. William specializes in working out the optimal approach given the broad toolset available and often complicated situations of such clients.
Outside the office, William is passionate about life-long learning in theology, politics, and history to name a few subjects. His ideal free-time is spent with his wife, Sophie, and their young son, Teddy.
William is eager to help you strive to live your Purpose by developing wise solutions where life meets wealth.
Education
B.A. Financial Management -
Hillsdale College
Licenses & Designations
- Life & Health Insurance
- Series 63
- Series 65
- Series 7
- ChFEBC℠
- CFP®
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.