Dan Snyder, CPA/PFS

Questioner
DISC Type : c

Director, Personal Financial Planning at AICPA

Supply, North Carolina, United States

Overview

As the Director of Personal Financial Planning at the AICPA, Dan Snyder leads the PFP Division and is responsible for the CPA/PFS credential. His extensive background includes managing retirement plans at Paychex and sales roles at New England Financial and Prudential, giving him a comprehensive view of financial services.

He is a vocal advocate for CPAs expanding their practice into personal financial planning, particularly in response to major legislative changes.

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Tax Legislation
Frequently posts about the impact of new tax bills and how they drive financial planning conversations and opportunities for CPAs.
CPA/PFS Credential
Champions the growth and opportunities for CPAs holding the Personal Financial Specialist (PFS) credential, a key part of his role at AICPA.
Professional Networking
Emphasizes the importance of industry events like the AICPA PFP Summit and ENGAGE for learning and connecting with other members.

Media Appearances

Hear from Dan Snyder, Director of Personal Financial Planning at AICPA (Video). Featured in Facebook

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AICPA News - Jan. 2026. Featured in CPA Practice Advisor

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Dan Snyder, CPA/PFS, Director – Public Accounting (Personal Financial Planning) at AICPA. Featured in Facebook (AICPA)

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Work History

8-2020
Director, Personal Financial Planning at AICPA
2007 - 8-2020
Personal Financial Planning Senior Manager at AICPA
1998 - 2007
Retirement Plans Product Manager at Paychex
4-1995 - 7-1998
Manager, Pension Plan Administration & Marketing at New England Financial
11-1992 - 4-1995
Sales at Prudential Financial

Education

1979 - 1983
Education details unavailable from Cedarville University
1972 - 1979
Education details unavailable from Auburn Christian School

More Information

Social Presence :

Prographics :

Exp : 42 Location : Supply, North Carolina, United States Job Level : Mid-senior Designation : Director, Personal Financial Planning at AICPA
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Dan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Dan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Dan

Personality Compatibility


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