Stu Sneen, CFP®, CFA

Financial Planning For Mid-Career Tech Professionals

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TwoTen Planning Stu Sneen, CFP®, CFA
Austin, Texas

Serving Clients Nationwide

Financial Planning For Mid-Career Tech Professionals

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • High Net Worth
  • Investment Management
  • Tax-Smart Accumulation Planning

About Stu Sneen, CFP®, CFA

Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning.

TwoTen Planning is a fee-only, wealth planning firm designed for mid-career professionals. We provide financial and tax planning, and investment services – for a fixed fee.

We do our best work with mid-career professionals (often in tech) who are high earning, equity compensated, with significant investment savings, and have yet to partner with a financial planner or are considering hiring a different planner.

Professional:

Prior to founding TwoTen Planning, I enjoyed a successful career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments. Prior to that, I spent nearly 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager. The expertise that I acquired and developed at these firms helps me greatly in my work with clients today!

I received a Bachelor's degree in Finance from the University of Minnesota, and a Master's degree in Advanced Financial Planning from Golden Gate University. I also hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations.

Personal:

I live in Austin, TX, with my wife (Marci) and our two boys. We enjoy great food (VIA 313 Pizzeria and Red Ash Italia), outdoor activities (football and pool time), and playing with Ranger (our bernedoodle)! We also love to travel to sunny beaches in Maui, Turks & Caicos, and Florida. We are active partners at Austin Ridge Bible Church, and we love serving God and people.

If you are a tech professional, I can help you to maximize your equity comp, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • CFA Institute
  • CFP Board
  • Fee Only Network
  • Flat Fee Advisors
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Austin, TX, 78738

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above for your free wealth assessment. Our 3-step process can help you maximize equity comp, reduce taxes, and grow your wealth. It all starts with a 20-30 minute call, virtual meet, or coffee chat to see if our expertise aligns with your needs. I look forward to speaking with you.

Offers Investment Management

Yes

About TwoTen Planning

TwoTen Planning is a fee-only financial planning firm tailored for equity-compensated tech professionals. We provide equity compensation, financial, and tax planning services – all for a fixed fee.

We Are...

✔️ Fiduciary

As a fiduciary, we always put your interests first, the way it should be.

✔️ Transparent

We believe in transparency—no secrets, just straightforward communication and trust.

✔️ Equity Comp Focused

We leverage our expertise in managing equity compensation for tech professionals.

What are We About?

At TwoTen Planning, our mission is to empower tech professionals to build, protect, and maximize their wealth through expert guidance in equity compensation, financial planning, and tax strategies—all with a personalized, fee-only approach.

Working With Us Will Make You Feel...

▪️ Confident that you are successfully navigating and optimizing your equity awards and making strategic decisions on selling and exercising.

▪️ Reassured by being proactive with tax planning and prudently managing concentration risk

▪️ Prepared knowing that you are financially organized, and a plan is in place for your future

▪️ Clear about your purpose, values, and goals

▪️ Optimistic that your money is diversified, invested wisely, and aligned with your financial plan

▪️ Relaxed because your financial planner gets you and has your back

Education

University of Minnesota - Carlson School of Management, Bachelor of Science in Business, Major: Finance | Golden Gate University, Master of Science in Advanced Financial Planning, Concentration: Financial Life Planning

Hobbies and Interests

  • Beach
  • Church
  • Family
  • Football
  • Golf
  • Music
  • Reading
  • Traveling

Who We Serve

  • Corporate Executives
  • Engineers
  • Gen X
  • Sales Professionals
  • Technology Professionals

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.