Coby Snyder, CFP®
Client Relationship Specialist
San Luis Obispo, California
· Business Admin 2018
Coby Snyder joined Mustang Private Wealth in 2021, with three years of Wealth Management industry experience. Coby currently holds his Series 7 & Series 66 Licenses through LPL Financial, and passing the CFP ®️ in 2021. Coby is Cal Polytechnic State University alumnus, having graduated in 2018 earning a degree in Business Administration, with concentration in Financial Management. During his time at Cal Poly, Coby was a part of an award-winning equity research competition.
Coby has a passion for serving his neighbors along the Central Coast, a community he cares so much about. Coby seeks to provide an exceptional experience in an operational, investment strategy, and financial planning capacity. Initial intrigue in the Wealth Management industry stemmed from Coby’s high level interpersonal and analytical skill set. Coby wants to help clients live life by design, as opposed to by default.
On weekends I can be found… Enjoying valuable time with Friends & Family.
If I could share a meal with any important figure—historical or current—it would be… Warren Buffett, or Rihanna.
My favorite pastime is… reading, playing golf, kayaking, practicing the guitar, or cooking.
graduating from Cal Poly, with my family in attendance for the commencement ceremony.
Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Coby Snyder is a registered principal with LPL Financial and may only discuss business and/or transact secuirities business with residents of the following states: CA, AZ, CO, FL, GA, ID, IL, IN, MI, MO, NM, NY, OR, TN, TX, UT, VA, WA, WI.
Securities offered through LPL Financial