Scott Snider, CFP®, CRPC® Paragon Wealth Strategies

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About Scott Snider, CFP®, CRPC®

While Scott believes “the numbers tell the story,” he also understands that everything in life can benefit from the proper context. It’s that delicate balancing act that allows Scott to help his clients remain on track towards achieving their financial goals while still maintaining their desired lifestyle.

After spending nearly a decade as a financial advisor with large investment and banking institutions creating retirement plans and advising on retirement income strategies, Scott took the leap to start his own independent financial planning firm in 2016. The firm’s primary focus was to deliver comprehensive advice that went above and beyond what he could provide in the cookie-cutter world of corporate America. Specifically, Scott developed additional expertise in college funding and student debt repayment because he believes that paying for college is often our next generation’s greatest financial challenge.

As a matter of fact, Scott named his former firm after his late grandparents who helped pay for his own college education. Scott’s family-centric mindset has undoubtedly influenced and shaped the way he works with his clients. To this day, Scott puts himself in the shoes of his clients and tries to understand at a deeper level what it is they truly want from their money, and how that will enhance their family’s quality of life.

Mr. Snider is a CERTIFIED FINANCIAL PLANNERTM professional with 14 years of industry experience, is a member of NAPFA, and the president (2021) of the Financial Planning Association of Northeast Florida. He received his bachelor’s in finance from Miami University (OH), where he also minored in economics.

Scott and his wife, Emily, reside in Nocatee with their 2 girls and 2 dogs. In his spare time, you can find him out on the tennis courts or doing just about anything sports-related.

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Ideal Clients

  • College Planning
  • Gen X
  • Retirement Planning
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200/month
  • Assets Under Management: 1.25%

SEC Records

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