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


Fina L Sneed
Financial Advisor, Certified Financial Planner, CFP®
Provence Wealth Management Group
United States, California, Irvine
About Me
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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