Sheldon is extremely passionate about helping families and their children with special needs. He connects with them on a personal level because his youngest daughter has Down syndrome. He knows the extra demands that this puts on families as well as their need for high quality planning.

Sheldon understands the advocacy needed in providing for children with special needs. He has organized a network of professionals who serve these families and is regularly asked to speak at school districts and organizations such as the Washington State Fathers Network, and the Issaquah, Tahoma and Kent School Districts.

Sheldon has taken a unique path to arrive in the financial services industry. After graduating from California Maritime Academy with a B.S. Degree in Nautical Industrial Technology, he worked in the industrial marketplace for many years.

Ultimately, his love for client service led him to a career in financial services as a Protection Specialist with a major fraternal insurer; however, he found he couldn’t fully service his clients with their limited insurance options. Sheldon enjoys helping families who are planning for retirement as well as business owners who need advice on creating an exit plan while protecting the business they have built. Starting in 2012 Sheldon built his business at Pacific Capital Resource Group, Inc. in Bellevue, WA as a Financial Advisor, establishing niches. Sheldon then received an opportunity to move his business to Snider Financial Group as a Wealth Advisor in 2019.

Sheldon holds three designations; the Chartered Special Needs Consultant (ChSNC®) Retirement Income Certified Professional(RICP®) and the Chartered Financial Consultant (ChFC®). He is also Life and Disability licensed.

Snider Financial Group provides a robust team environment that perfectly suits Sheldon’s personality and focuses on his client’s needs for wealth management, insurance, and strategic financial planning.

He has volunteered over the years at multiple organizations including: The Bellevue Breakfast Rotary Club and Special Olympics.

Sheldon has been married to his wife Debbie for 30+ years and they have five adult children. They have lived in Maple Valley, WA for 25+ years and have two dogs and two cats.

Sheldon enjoys all water sports and swims year-round in open water and in the pool. He hikes, plays disc golf and Ukulele and enjoys traveling.

Firm Description

Our comprehensive upfront planning process is ideal for families planning for a family member with special needs. We meet with our clients face to face to understand their specific needs and circumstances then develop a personal, customized overall wealth management plan. Individual plans may include: special needs planning, investment planning, retirement planning, estate planning, tax planning, education funding and planning, insurance advice, and fee based financial planning. We also specialize in working with individuals that own small businesses and need to manage the personal and business aspects of their overall financial picture.

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