Daniel Bader, CFA, CIPM, MBA
Financial Analyst
Daniel joined SFG Wealth Advisors, LLC/Snyder Financial Group in September, 2015 after gaining experience in the financial industry as a Trades Analyst with a retirement-based company. He earned his Bachelor's in Finance from University of South Florida (2011) followed by completing his MBA at Florida State University (2014). Daniel achieved the Chartered Financial Analyst credential, passing the final leg of the exams in the summer of 2015, and more recently attained the CIPM credential in 2017.
Primary tasks include management of SFG investment models, investment strategy research, trading, and financial planning as well as overseeing several aspects of our day-to-day operations.
He and his wife Ashley have three children (two daughters: Logan and Laura, and son Clark). Daniel is a dedicated husband and father and enjoys following the financial markets, is an avid sports fan, still reads comic books, is an occasional golfer, and a part-time gardener.
Daniel and Ashley give monthly to St. Jude Children’s Research Hospital and Moffitt Cancer Center and encourage you to do so as well.
Certifications Held
Charter Financial Analyst (CFA)
Master's Degree in Business Administration (MBA)
Certificate in Investment Performance Measurement (CIPM)