David K Snyder CFP®, CRC®

David joined SFM in 2021, bringing his passion to help clients by creating deep, meaningful relationships. As part of the SFM team, David partners with clients and uses a goal-oriented approach to develop comprehensive financial plans. These holistic plans balance many of the complicated areas of wealth management in our clients’ lives, including their investments, retirement planning, education funding, business succession planning, and estate planning. David has a strong set of ethical values that match SFM’s core beliefs, and he proudly adheres to his fiduciary duty to put the client first in everything he does. David is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED RETIREMENT COUNSELOR® and graduated with the highest honors from Southern New Hampshire University with a BS in Finance with a focus on financial planning. Previously he worked for almost 12 years at a regional bank. As a wealth advisor there he provided financial planning advice to a wide range of affluent households throughout NH. In 2023 David became a Partner of SFM providing further security for the firm and to clients as, together with the others on our SFM team, he will continue to guide investments and financial planning with thoughtful and well-considered advice and management long into the future.

David lives in Dunbarton, NH with his wife and their one-year-old son Adam. He loves to spend time with his family and has enjoyed being an uncle for the last five years as well. He and his wife love to travel and enjoy finding tropical locations to go scuba diving, including an amazing trip to the Maldives where they had a chance to scuba dive with whale sharks. He enjoys playing paintball and is on an amateur paintball team that plays regularly in NH. He also loves watching football and has passionately followed the New England Patriots for 25 years.