Elizabeth A. Snyder
TRAIL FINANCIAL PLANNING LLC
Bellingham, WA
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CRD#: 6804652
Professional summary
Elizabeth Ann Snyder, CFP®, who also goes by Elizabeth Ann Snyder, Elizabeth Ann Snyder-weinstein, Elizabeth Ann Weinstein, is a registered financial advisor currently at TRAIL FINANCIAL PLANNING LLC located in Bellingham, Washington.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Elizabeth has worked at 1 firm and has passed the Series 65 exam.
Biography
I am Elizabeth Snyder. I am a financial planner and investment manager. I transitioned to financial planning after 20 years as a mental health therapist. I saw a need for creating a non-judgmental and non-threatening place where individuals can get their financial questions answered and create a plan. I enjoy working with women who have recently gone through a transition: widowhood, divorce, death or other life transition. I often encounter my clients in the midst of a transition - mixed with loss or sudden money and possibly bigger financial responsibilities than they have ever had before. Ideally, I start working with people before a big transition, however sometimes it takes a big change to take the step and reach out for assistance. This can be a vulnerable time for individuals and I am protective of those I work with as a fee-only and fiduciary planner. I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. I partner with you to assist you in making the choices you want.
I am a mother of two children plus a dog and I was born and raised in the Pacific Northwest. I love to get outside and enjoy our beautiful region and I enjoy working hard and playing hard.
Question & Answer
What are your service offerings?
Divorce Planning
Life Transitions
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Divorce Planning
Financial Psychology/Coaching
Medical Professionals
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Ann Snyder | Elizabeth Ann Snyder-Weinstein | Elizabeth Ann Weinstein
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I work as a licensed mental health counselor in a sole proprietor solo practice treating adolescent and young adult females who struggle with mental health issues. This business is not related to investments. My business is located at 214 N Commercial St. in Bellingham, WA 98225. I have been at this location since June 2010. I work 20-30 hours per week with 10-15 hours being direct client contact hours. the name of the other business: 214 Commercial, LLC whether the business is investment-related: NO the address of the other business: 214 N Commercial St, Bellingham, WA the nature of the other business: RENTAL PROPERTY MANAGEMENT your position, title, or relationship with the other business: PARTNER the start date of your relationship: JUNE 2014 the approximate number of hours/month you devote to the other business: 2 the number of hours you devote to the other business during securities trading hours: 0 briefly describe your duties relating to the other business: LANDLORD DUTIES (MAINTENANCE, PROPERTY UPKEEP, ETC.)
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Snyder's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
June 8, 2017 - Present
TRAIL FINANCIAL PLANNING LLC
Office #2: 214 N Commercial St., Bellingham, WA 98225RIA
CRD#: 165063
Bellingham, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(6/8/2017)
Current Firm
TRAIL FINANCIAL PLANNING LLC
CHESBROUGH, JOHN | TRAIL FINANCIAL PLANNING, LLC | TRAIL FINANCIAL PLANNING LLC | TRAIL FINANCIAL LLC | TRAIL FINANCIAL ADVISING LLC | JOHN D CHESBROUGH | JOHN CHESBROUGH | CHESBROUGH, JOHN DAVID
CRD#: 165063 / SEC#: 801-135022
Washington
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Contact information
Main Address
214 N Commercial St., Bellingham, WA 98225
Mailing Address
Phone number
(360) 399-6486
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 103,865,124 |
Red Flags
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