Boyan Doytchinov, CFP^®

Boyan rejoined Snyder Wealth Group in January of 2019 after working in Manhattan for several years. He quickly built a comprehensive financial planning process to help clients in all areas of financial planning including retirement, portfolio management, tax planning, insurance, estate planning, and cash flow management. Boyan guides clients in achieving the right balance in their portfolios and staying focused on reaching their financial goals. Previously, Boyan was an Associate Managing Advisor at Altfest Personal Wealth Management for over four years. He worked with a variety of clients as the primary relationship and portfolio manager. Boyan mentored a team of Financial Planning Specialists, researched small- and mid-cap investments, and managed various projects, including the firm’s annual tax planning process. Boyan started his career at Snyder Wealth Group in 2009. He analyzed stocks, mutual funds, and other investments. He later helped guide the firm’s portfolio management strategy. In addition, he assisted clients with retirement planning and other long-term financial goals. Boyan earned a BA in Economics and an MBA in Finance from Stony Brook University. He is a CFP® Professional and a CFA® Charterholder. Boyan is a member of the Financial Planning Association and the CFA Society of New York. Boyan learned from Mark and Gloria Snyder about the importance of community involvement and charity. He volunteers weekly facilitating food distribution between Island Harvest and local food banks in Port Washington. He serves on the investment committee of a non-profit organization and frequently speaks to classes at the College of Business in Stony Brook University. Boyan resides in Port Washington with his wife, Lauren and their dog, Mecho. They enjoy spending time with friends and family, and traveling locally and across the world. Boyan and Lauren like taking Mecho hiking, cross-country skiing, and kayaking, while Boyan also plays recreational volleyball and basketball.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes