Bill Snoke, C(k)P®, CPFA, AIF®
Director of Qualified Retirement Plans
Bill Snoke is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He comes to GWE with a diverse sales background, having ten years of experience in the retirement and investment industry working with qualified plans and an additional ten years sales experience from outside the industry in the consumer products world.
Bill received a B.A. in Economics from the University of Colorado ’86. He then worked extensively with individual clients on managing their retirement and other individual investments. He also coordinated group investment education and acted as a liaison for institutional clients and managed the ongoing servicing of established plans.
Starting with a division of Lincoln Financial Advisors located in Southern California, where Bill was a President’s club winner, he built a large and loyal client base throughout Southern California, Nevada and Utah of individual and institutional clients. After meeting his future wife, he moved on after 7 years to the local area where he spent three and a half years with ADP in a variety of capacities including sales, service and education all in the 401k marketplace. This all has greatly assisted him in having a more in depth knowledge and understanding of the qualified retirement industry.
Bill joined Greenberg, Wexler and Eig, LLC in the summer of 2009 as the Director of Qualified Retirement Plans. He lives in Bethesda, MD and enjoys biking, hiking, and surfing.