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Fina Sneed
Investment Advisor Representative
Professional Background
Fina Sneed brings a wealth of experience, having spent over 20 years honing her skills across multiple industries, including retail, government, healthcare, and finance. Her versatile career trajectory showcases her adaptability and commitment to excellence, establishing her as a prominent figure in the financial advisory sector. Currently, Fina serves as a Financial Advisor at Provence Wealth Management Group, where she offers comprehensive investment advice and financial planning services to her clients. Her expertise in these areas is further supported by her affiliation with LPL Financial, a trusted member of FINRA and SIPC.
Throughout her career, Fina has held various roles that have contributed to her extensive knowledge base. She has worked as a sales associate, a clerical and administrative professional, a customer service representative, and a supervisor in her earlier positions. This diverse background has provided Fina with the unique ability to understand and meet a broad range of client needs, making her an invaluable asset in her current role as a financial advisor.
Education and Achievements
Fina’s educational journey is marked by a strong foundation in anthropology, having earned her Bachelor of Arts degree in this field from the University of California, Irvine. In addition to her undergraduate studies, she furthered her knowledge in financial planning by completing a course at UC Irvine's Division of Continuing Education to prepare for the Certified Financial Planner (CFP®) exam. Fina also acquired a Paraplanner Certificate from the College for Financial Planning, which solidified her expertise in finance and financial management services.
Fina's commitment to continuous education and professional development is evident in her degree and certifications, enhancing her ability to deliver strategic financial guidance to her clients.
Notable Career Positions
Fina's career is distinguished by her roles with various reputable organizations within the financial sector. Before her current position at Provence Wealth Management Group, she served as a Client Services Associate at Silversage Advisors, where she enhanced client relationships and supported their financial ambitions.
Prior to that, Fina worked at Tryon & Company as a Branch Operations Manager, where she showcased her leadership skills by overseeing branch activities and ensuring operational efficiency. Her tenure at LPL Financial as a Planning Assistant/Office Administrator helped her develop a holistic understanding of client needs and financial strategies. Her work as a Paraplanner/Planning Assistant at Linda A. Barlow, CFP, further solidified her knowledge in financial planning and advisory, allowing her to effectively assist clients with their personal finance goals.
Fina’s history also includes the role of Financial Adviser Specialist at Independent Capital Management and previous supervisory experience at Superior Press. Additionally, her early career included an administrative position at Z. Joseph Wanski, M.D., and Associates Medical Group, where she honed her skills in customer service and administration.
Achievements
Fina’s accomplishments reflect her proactive approach to enhancing client service and satisfaction in financial advisory. As a Financial Advisor, she focuses on building relationships based on trust and integrity, helping clients achieve their financial aspirations. Her extensive knowledge in financial planning allows her to provide tailored strategies to individuals and families, addressing their unique financial circumstances.
Fina's commitment to professional excellence is underscored by her dedication to staying informed about industry trends and regulations. This ensures that she can best serve her clients and adapt financial strategies as needed to navigate an ever-changing economic landscape.
In conclusion, Fina Sneed is a multifaceted professional whose diverse experience and commitment to financial excellence make her a trusted partner in wealth management and financial planning. Her educational background and vast industry experience enable her to provide personalized solutions for various financial needs. As a Financial Advisor with Provence Wealth Management Group and a proud member of LPL Financial, Fina is dedicated to helping her clients reach their aspirations through sound financial strategies and dedicated service.