Dan Snyder, CPA/PFS
Login to view DISC.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.
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