• DIRECTOR OF FINANCIAL PLANNING

Boyan Doytchinov

Boyan Doytchinov

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 the small- and mid-cap investments, and managed a range of projects including the firm’s annual tax planning process.

Boyan started his career at Mark J. Snyder Financial Services in 2009. He analyzed stocks, mutual funds and other investments. He later helped guide the firm’s portfolio management strategy. In addition, he helped 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 about the importance of community involvement and charity. He volunteers with the Port Washington Community Chest, which partners with Island Harvest to deliver food to local food banks. Since April 2020 he has also helped local seniors with their grocery shopping. 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.

In his free time, Boyan enjoys the great outdoors through biking, kayaking and skiing while also pursuing his passion for photography of nature and wildlife during his travels.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

Sign up for our exclusive newsletter delivered to your inbox

Connect with us on social channels

Facebook Linkedin

Snyder Wealth Group Form CRS | Osaic Form CRS | Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

This communication is strictly intended for individuals residing in the states of AL AZ AR CA CO CT DE DC FL GA IL IN IA KS KY LA ME MD MA MI MN NV NH NJ NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY. No offers may be made or accepted from any resident outside the specific states referenced.

Advisory services are strictly intended for individuals residing in the states where we have notice filed: FL, NY & VT.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Scroll to Top