Ed Snyder, CFP<sup>&reg;</sup> - Financial Advisor

Ed Snyder, CFP®

ChFC

President

Oaktree Financial Advisors

12900 N. Meridian Street, Suite 130
Carmel, IN 46032
FINANCIAL ADVISOR'S WEBSITE
(317) 818-1631 CONNECT WITH Ed
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General

Ed Snyder is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Oaktree Financial Advisors in Carmel, IN and the surrounding communities.

Financial Advisor Overview

I help Eli Lilly employees with their financial lives, relieving their stress around money, and freeing up their time.

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Financial Advisor Experience

I help Eli Lilly employees with their financial lives. I love working with Lilly employees like you on simplifying complicated finances, creating and implementing a plan, and relieving your stress around money. As an Eli Lilly employee, you can probably relate to these issues: 1. As your career has advanced, your financial life has become more complex, and you have less time to spend on finances. 2. You realize retirement isn’t as far away as it once seemed. 3. You’re wondering if you’ll have enough money in retirement. 4. You have investments scattered around with no cohesive plan. Many financial advisors are generalists. I’m different. Here’s how: 1. I specialize in helping Eli Lilly employees. Over 60% of Oaktree Financial Advisors’ clients are current or former employees of Lilly. 2. I’m working with Lilly employees every day and I’ve been doing that for over 20 years. 3. I have a deep and comprehensive understanding of Lilly’s compensation and employee benefits programs and how they impact your financial life. 4. I use the Lilly Employee Analysis and Plan or LEAP that we created here at Oaktree just for Lilly folks. 5. I “eat my own cooking”, meaning I invest using the same strategies we use for clients. 6. I’m a CERTIFIED FINANCIAL PLANNER® professional. As such, I act as a fiduciary when providing financial advice. This means I put your best interests first. You wouldn’t see a family doctor for a heart problem. You’d go to a cardiologist - a specialist. Don’t settle for a “financial advisor” that’s a generalist. You deserve impartial advice from a specialist who’s experienced at helping Eli Lilly employees with their financial issues. The Oaktree Financial Advisors team and I work with Eli Lilly employees every day with the goal of easing their money stress, simplifying their lives, and freeing up their time. Schedule a call with us by going to oaktreeadvisors.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Sudden Wealth

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Helpful Financial Planning Resources