Please ensure Javascript is enabled for purposes of website accessibility
  • INVESTMENT AND PLANNING ASSOCIATE

Shakila Cham

Shakila Cham

Shakila, a valued member of Snyder Wealth Group, serves as an integral part of the firm’s investment research team. Driven by a passion for mathematics and a desire to foster direct human interactions, Shakila found her niche in wealth management, allowing her to aid community members in preserving and enhancing their wealth.

After graduating with a degree in Pure Mathematics, Shakila was drawn to a field that let her use her mathematical prowess while also engaging with people and making a direct impact on society. Snyder Wealth Group provided her with the perfect platform to balance these interests.

Shakila specializes in investment research, providing essential support to our team of advisors as they navigate the complexities of financial planning. Her efforts focus on crafting comprehensive research data for the team. Shakila’s keen scrutiny of individual investments bolsters the team’s capacity to offer high-quality, viable options to our clients.

Shakila sees her role akin to a trusted behind-the-scenes ally, armed with financial knowledge, committed to providing resources and guidance that advisors can leverage to assist clients. She firmly believes that this proactive approach helps to anticipate and meet client needs, often before they themselves realize them.

Shakila describes the culture at Snyder Wealth Group as both ethical and friendly, and her commitment to transparency and client service is a testament to this. She values the trust that underpins the financial market and recognizes its vital role in wealth distribution and economic growth.

Outside of work, Shakila is a woman of diverse interests. From painting and reading to frequenting the gym and tending to her leather shoes, she enjoys a range of activities that contribute to her mental health and overall quality of life. Currently, she is also studying for her CFA charter, reflecting her dedication to her profession.

Shakila’s worldview has been shaped by her experiences of migrating from Iran to the United States, with stops in Turkey and several American cities along the way. These diverse experiences have enriched her with a unique perspective on life, society, and the crucial role trust plays in the financial market and the overall economy.

Through it all, Shakila Cham remains dedicated to serving clients at Snyder Wealth Group, embodying the firm’s values of trust, transparency, and personalized service. She truly stands as an invaluable asset to the firm.

Shakila Cham is an assistant to Mark J. Snyder who offers securities through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Mark J Snyder Financial Services, Inc.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

(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