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Preston Snow is a CERTIFIED FINANCIAL PLANNER™ at STA Wealth Management. A CFP since 2009, Preston serves his clients by offering comprehensive financial planning through a systematic approach that includes retirement preparedness assessment and income planning, financial modeling, cash flow analysis, risk assessment/management and more.
With a passion for helping clients live a less stressful life, Preston strives to make a positive difference in the lives of the families he serves by assisting them in getting their financial affairs in order. He offers customized financial planning services tailored to the unique goals of each entrusted family. Through a disciplined process-driven approach, he prioritizes providing value to his clients’ time while establishing and implementing a financial game plan.
Prior to joining the STA Wealth Management team, Preston provided financial planning services to high net worth individuals and families as a Private Client Advisor at JPMorgan Chase from 2004-2018. He is a graduate of Texas A&M University with a Bachelors Degree in Agricultural Economics.
Preston and his wife have two sons and he enjoys traveling with his family, fishing and coaching youth sports.