With nearly two decades of experience in wealth management and financial planning, Joe is a vital part of the team at Snider Financial Group. He is committed to helping individuals and families build financial confidence through personalized strategies, and specializes in investment management, retirement planning, and estate planning, guiding clients toward their long-term goals with a thoughtful, client-first approach.
Joe’s passion for financial planning was shaped by personal experiences early in life. Developing his own financial plan sparked a lifelong commitment to helping others navigate their own unique financial journeys. He is guided by principles passed down from his grandfather—treating others with fairness, respect, and integrity, and always keeping their best interests at heart. These timeless values are the cornerstones of Joe’s fiduciary approach and comprehensive planning philosophy.
Joe holds a bachelor’s degree in Business Administration from the University of Washington’s Foster School of Business. He is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®), with licenses in Life, Disability, Variable Life, and Variable Annuities.
Known for his meticulous attention to detail and analytical mindset, Joe builds lasting relationships grounded in trust and transparency.
Joe lives in Sammamish, WA with his wife and two daughters. Outside of work, he enjoys soccer, trail running with the family dog, and exploring the many outdoor adventures the Pacific Northwest has to offer.
*CRPC® conferred by College for Financial Planning
** APMA® conferred by College for Financial Planning