All About TwoTen Planning
TwoTen Planning is a fee-only firm dedicated to helping equity-compensated tech executives maximize equity compensation, reduce taxes, and invest wisely with personalized, transparent advice.
What Makes TwoTen Planning Unique?
TwoTen Planning is a fee-only wealth management firm specializing in equity compensation for tech executives. We offer tailored financial planning, strategic tax optimization, and investment management—all for a fixed fee.
Stu Sneen, CFA, CFP®
Founder & Financial Planner
TwoTen Planning is my calling and opportunity to serve clients with the expertise I have successfully acquired and developed over the past 25 years by working for leading financial services companies, including Fidelity Investments and Dimensional Fund Advisors. God has blessed me with spiritual gifts, and it’s my job to be a faithful steward of those gifts and use them to carry out His purpose.
Credentials
Education
- University of Minnesota - B.S. in Finance
- Golden Gate University - M.S. in Advanced Financial Planning
Personal Notes:
As a young boy growing up in Wisconsin, I recall observing my dad looking up stock quotes in the Wall Street Journal. He also regularly viewed the TV program, Wall $treet Week with Louis Rukeyser. These events piqued my curiosity around money and investing. In high school, I fell in love with my economics, accounting, and personal finance courses. During my senior year, a local financial advisor came to my class to talk about the stock and bond markets, and he outlined how we could have a career helping people with finances. I was hooked and personal finance became my passion! To this day I have a heart for helping people to make sense of their money situation, get financially organized, and make wise investment decisions so they can feel prepared and confident for their future!
- I live in Austin, TX, with my wonderful wife and two sons.
- We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)!
- We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean.
- We are active partners at Austin Ridge Bible Church, and we love serving God and people.
“For everyone to whom much is given, from him much will be required; and to whom much has been committed, of him they will ask the more."
