Scott Snider, CFP®, RICP®

Partner at PARAGON Wealth Strategies, LLC

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Paragon Wealth Strategies Scott Snider, CFP®, RICP®
Jacksonville, Florida

Serving Clients Nationwide

Partner at PARAGON Wealth Strategies, LLC

Areas of Focus

  • Employee Stock Options
  • Investment Management
  • Living in Retirement
  • Social Security
  • Taxes

About Me

Scott specializes in working with those who are at or nearing retirement. Common issues he solves for his clients include:

✅ When can I retire?
✅ How much do I need to retire?
✅ How do I get health insurance if I retire early?
✅ How can I minimize taxes in retirement?
✅ What is the best social security strategy - for me?
✅ How should I invest in retirement?

Scott's Story:

After spending nearly a decade as a financial advisor with large investment and banking institutions creating financial plans and advising on retirement income strategies, Scott took the leap to start his own independent financial planning firm in 2016. For 4 years, he grew a successful advisory firm, then in 2020 Scott and his business partner merged with PARAGON. As an entrepreneur with bigger goals in mind, Scott seized the opportunity to partner with a firm whose mission is to be an industry leader in the retirement planning profession.

Mr. Snider is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience, is a member of the National Association of Personal Financial Advisors (NAPFA), and a 5-year board member and the former president (2021) of the Financial Planning Association of Northeast Florida. Scott also holds the following designations and certifications:

- RICP™: Retirement Income Certified Professional designation
- CRPC®: Chartered Retirement Planning Counselor

He received his bachelor’s in finance from Miami University (OH), where he also minored in economics. Additionally, Scott has been a featured expert in such publications as Market Watch, Investment News, Money Magazine, and The Washington Post.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

32256

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • 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. We'll get to know each other, and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

PARAGON. Helping Successful Individuals and Families Make Work... Optional!

Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.

Maybe you have already made the leap into retirement. Wherever you are on The Retirement Continuum™, one thing remains constant: Successful retirement requires effective management of your financial affairs. Most people wish to retire only once; this requires that you do it right - the first time!

PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNER™ professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.

PARAGON Wealth Strategies Specializes in the following areas:

✅ Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level

✅ Wealth Enhancement - mitigating taxes while generating cash flow

✅ Wealth Transfer - taking care of chosen heirs in the way you desire

✅ Wealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves).

Education

Miami University, B.S., Finance

Badges

Hobbies and Interests

  • Basketball
  • Family
  • Hiking
  • Running
  • Skiing
  • Sports
  • Swimming
  • Tennis

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Physicians

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.