My name is David Snavely, and I’ve been navigating the intricate financial landscape of Seattle for the past 36 years. I was born and raised in the vibrant city of Seattle, Washington, and over the years, I’ve become known as a financial maestro. I founded Sound Investment Services as a means to achieve financial success and as a platform to demonstrate my commitment to community and philanthropy.
The legacy of Sound Investment Services, which I established, spans over three decades. In my free time, I dedicate myself to lecturing and sharing my extensive financial knowledge with the community. This dedication to education paved the way for Puget Sound Annuities, a firm I created to tailor financial plans to the unique needs of each client.
At Puget Sound Annuities, where I serve as the head, I focus on retirement income planning. I guide clients in creating personalized plans for their future goals, offering a comprehensive range of services, including retirement and estate planning, insurance, and investments. I personally ensure that each client receives the attention and customized financial strategy they deserve.
My approach to financial planning goes beyond the numbers. Outside the finance world, I am an avid outdoorsman, reflecting a holistic perspective in my financial planning approach. I believe in considering all facets of a client’s life, and aligning financial goals with individual values and lifestyles.
As the founder of Sound Investment Services of Des Moines, my leadership extends beyond Puget Sound Annuities. The firm upholds values of integrity, expertise, and a client-centric approach, providing a diverse range of services and financial products. Sound Investment Services remains a trusted resource for individuals seeking sound financial advice.
What sets me apart in the financial world is my commitment to philanthropy and community service. As a dedicated traveler, I generously contribute my time, money, and talents to local charities and non-profit initiatives, exemplifying values of social responsibility and community support.
Throughout my financial career, which began in 1993, I faced challenges, but my dedication to clients and the community has remained unwavering. Previously registered as a financial professional, I embarked on my finance career, leaving a trail of success at prominent firms such as United Planners and Investors Capital Corporation.
In addition to my extensive financial journey, I am proud to have received prestigious recognitions that highlight my commitment to excellence. In 2023, I was honored with the F&G Life Power Producer Award, a testament to my dedication and achievements in the industry. Aegis Financial bestowed upon me the Outstanding Achievement Award in 2021, further acknowledging my commitment to excellence. Additionally, in 2015, I became a member of the Pacific Life Advisory Council, an accolade I earned for consistently delivering outstanding service. These awards and acknowledgments serve as milestones in my career, motivating me to continue providing top-notch financial services and making a positive impact on both my clients and the community.
My journey is more than a story of financial success; it’s a narrative of commitment, community impact, and a legacy built on principles of integrity and service.