Bill Snyder, CFP®, CEP®, CRPC®

Regional Director of Financial Planning

Bill Snyder is the regional director of financial planning services at 1st Global, where he oversees the Method 10® Seasonal Planning program and the provision of ongoing education, coaching and practice management for 1st Global financial advisors. He also specializes in business succession planning and business valuation and consistently helps advisors improve upon the daily operations of their practices.

He received his Bachelor of Science degree in civil engineering from Johns Hopkins University, and he decided to enter the financial services industry after working for 20 years helping companies be successful and realizing he would find more satisfaction by helping individual families achieve their financial goals. He enjoys that he is able to do so in his current role by working with firms and advisors to improve their businesses so that they can better serve their clients. Prior to coming to 1st Global, he owned a financial advisory practice as part of a franchise with Ameriprise Financial. He has passed his FINRA Series 7, 24 and 66 exams as well as his Texas Life and Health Insurance exam.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.


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