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Christina Snyder, CFP®, ChFC®, RICP®, CISP™, AEP®

Helping You Pursue True Wealth

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Jacob William Advisory Christina Snyder, CFP®, ChFC®, RICP®, CISP™, AEP®
Cockeysville, MD

Serving Clients Nationwide

Helping You Pursue True Wealth

(888) 829-1791

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Christina Snyder boasts a storied career in financial services and commitment to clients, with more than 25 years of industry experience. As a wealth advisor, Christina is dedicated to alleviating her clients’ financial fears through education and planning that goes far beyond investments. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management and business planning.

She works in concert with her clients’ other trusted advisors to synthesize their strategies, rather than operating in silos. Christina takes pride in delivering proactive and responsive service to her clients, and helping them understand, manage, and track their progress toward their financial goals.

Christina is an active member of her community, involved in many professional and nonprofit groups. She currently serves on the Planned Giving Advisory Council for the Baltimore Symphony Orchestra, supporting BSO leadership in developing legacy giving and providing guidance to donors and their advisors. She has received multiple honors for her community service, including the 2021 John G. Atkinson Award, a 2019 honor from the Baltimore Community Foundation, and a 2018 award from the Collaborative Project of Maryland.

Christina is also the past president of the Maryland Chapter of Women in Insurance and Financial Services, as she remains committed to advancing career opportunities for other women and increasing the number of successful female advisors in the financial services industry.

Christina was featured in CIO Views as “The Most Admired Women Leaders in Business, 2021 edition. She was also featured in 2020 as a “Top 100 People in Finance” in the Top 100 Magazine*, and as one of Exeleon’s 10 Leading Businesswomen of 2020.** The Daily Record named Christina to its 2015 Very Important Professionals Successful by 40 list, which recognizes Maryland leaders for their commitment to inspiring change in the community through their careers, volunteerism and civic involvement.

Christina regularly volunteers her time and talents to give back to her profession and her community. She is on the board and the Diversity & Inclusion committee of the Baltimore Estate Planning Council, and she offers pro-bono planning as a member of the Financial Planning Association. Passionate about connecting seniors and their caregivers with the financial resources they need, she is a regular educational speaker for Life Planning Resources, the Maryland Senior Resource Network, the Maryland Department of Aging, and the Alzheimer’s Association.

Christina graduated from the University of Baltimore with a Bachelor of Science degree in business with an emphasis in international business. Committed to lifelong learning, Christina has added multiple credentials to her resume, including Certified Financial Planner, Accredited Estate Planner, Chartered Financial Consultant, Retirement Income Certified Professional, and Certified IRA Services Professional. She also holds Life & Health Insurance licenses.

Prior to joining Jacob William Advisory, Christina worked as a Financial Planner with AspireWealth Planners. She also spent fifteen years assisting individuals and high net worth clients with complex estate, tax and financial planning needs as a Vice President and Senior Fiduciary Advisor with PNC Wealth Management.

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* Top 100 Magazine’s Top 100 People in Finance awarded to Christina Snyder in 2020. Criteria for the award include, but are not limited to: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Selection for the award is not indicative of the wealth manager’s future performance or an endorsement by this publication. Working with a Top 100 Magazine advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

*Working with an advisor featured in Exeleon magazine is not a guarantee of future investment success, and should not be construed as an endorsement of the advisor by any client.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)

Primary Location

4 N Park Drive Ste. 402 Cockeysville, MD 21030

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.

Offers Investment Management

Yes

About our Firm

True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

WHAT WE DO

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

✔️ Financial Planning: Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

✔️ Investment Management: Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

✔️ Retirement Planning: We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

✔️ Tax Planning: Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

✔️ Estate Planning: Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

✔️ Private Client Services: Highly complex needs can require sophisticated solutions. Private Client Service members get the one-on-one support they need.

Education

University of Baltimore, Bachelor of Science (B.S.), International Business

Hobbies and Interests

  • Family
  • Volunteering

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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