Nothing says holiday spirit like giving back! This season, we handed out pies to all our clients who were in town and mailed pies to

Colette Snyder, CFP®, and Marisol Rodriguez-Guzman recently visited Westminster High School, the school Marisol graduated from, for Career Day hosted by TRIO Upward Bound. The

Colette Snyder, CFP®, recently returned to Hope House to continue her Smart Money Moves for Teen Moms series—this time focusing on credit. The session, titled

Colette Snyder, CFP®, recently visited Hope House to present Smart Money Moves for Teen Moms—a practical, judgment-free session designed to help young mothers take charge of

Colette Snyder visited Mrs. Raini’s Math class at Alameda International High school to talk to students about her career. “I want them to know there

At-Risk Kids Get Financial Education Lakewood Certified Financial Planner Jo-Ann Holst spoke to sixth graders at the Tennyson Center For Children about core financial skills.