Coby Snyder joined the CoastHills Wealth Management team in 2018 after graduating from Cal Poly- San Luis Obispo with a Bachelor of Science in Financial Management. Coby’s academic projects included Portfolio Management, and award-winning Equity Research. Coby is a local, having lived on the Central Coast his entire life.
While away from the office, Coby’s passions include spending time with family and friends, giving back to the community, playing golf, exercising and living a healthy life.
“My primary goal as a CoastHills Wealth Management Financial Advisor and team member is to help our member owners identify and work toward achieving their personal, financial and business goals. By being completely transparent and objective, my goal is to empower our members to live their lives by design—as opposed to by default—by helping our members pursue their financial potential. “
-Coby Snyder, LPL Financial Adviser
“Coby is an integral part and regular contributor to CoastHills Wealth Management and handles a variety of client relationships. Coby supports our team’s investment management processes--including portfolio construction, trading and implementation.”
-Bruce Altheide, CoastHills Chief Wealth Officer
CA Insurance License:#0M70128
Licenses Held: 7, 66
Registered in: CA *
Registered as Investment Advisor Representative (IAR) in: CA *
*Securities registrations are held with LPL Financial