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Fina L Sneed

Financial Advisor, Certified Financial Planner, CFP®

Provence Wealth Management Group

United States, California, Irvine

About Me

Fina Sneed is a financial advisor and Certified Financial Planner, CFP® at Provence Wealth Management Group. She started her career in the financial services industry in 2007 after graduating cum laude from the University of California, Irvine. Fina has spent the last fourteen years establishing herself as an experienced professional in solving complex financial planning cases. She focuses on supporting business owners and families with ongoing tax, investment, and wealth transfer needs. In addition, as a leader in the advisor community, Fina specializes in helping business owners integrate their personal planning goals with their corporate retirement programs. Fina is more than just a ty

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Profile Information

Financial Advisor, Certified Financial Planner, CFP®

Provence Wealth Management Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Jul 20, 2024

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