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The Wealth Management Team

Monte Snider - Snider Financial Group, Inc. Monte Snider
President and LPL Financial Advisor

Monte is the founder of Snider Financial Group based in Bellevue, WA. As president and financial advisor, he and his company provide comprehensive financial planning for high net-worth individuals, business owners and families who seek objective, dynamic financial plans to achieve their life goals.

Monte began his education in 1987 as a Finance major at the University of Arkansas and graduated in 1992. After graduation, Monte moved to Seattle and transferred the practice he began in college to MetLife Financial Services. He graduated from MetLife's Financial Planning School in 1999.

He earned the Chartered Financial Consultant (ChFC) designation in 2000, and became a Life Underwriter Training Council Fellow (LUTCF). He continued his financial education at the American College focusing on income taxation, investments, risk management, financial planning, and retirement income planning. He currently holds Series 6, 63, 7, 65, 24, 53, and 3 with LPL Financial. He is also Life, Disability and Property and Casualty licensed.

Monte enjoys donating his time as a board member of the Liger Charitable Foundation, a visionary learning center in Phnom Pehn, Cambodia. Founded by a former coworker and highly successful futures trader, the foundation is funded with profits from Liger Trading and follows the theme of “Not just trading futures, changing futures.” The foundation supports children in lesser developed countries with the objective of helping promising children develop into educated professionals, who can in turn help others, extending the benefits of the Foundation to the communities and countries of it's recipients.

Monte resides in Kirkland with his wife Heather, a nurse at Kaiser Permanente. They welcomed their beautiful baby daughter, Stella, in 2014. In addition to spending time with family, Monte enjoys boating, diving and skiing with his wife.

Complete Wealth Management System

The Wealth Management System is our way of providing you a simple way to track every part of your finances.

  • View all your financial information and records in one place at any time from anywhere in the world.
  • View your latest Net Worth, Balance Sheet, Cash Flow, and other report information instantly.
  • Store your important financial, legal, and personal documents in your own secured Vault.
  • Review a dynamic report of your complete financial picture.