Bio
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Topline AI
Gregory J. Sneed is a seasoned Financial Strategist based in Los Angeles, California. With expertise spanning Strategic Financial Planning, Insurance, and Retirement Planning, he has established a reputation for providing insightful guidance to individuals and small businesses. His certifications, including California Life, Health and Accident Insurance Agent, Certified Public Accountant (CPA), and 3rd Class Engineer Radiotelephone License, demonstrate his commitment to staying at the forefront of industry developments.
Credentials
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California Life, Health and Accident Insurance Agent
California Department of InsuranceApr, 2010- Jun, 2026 -
Certified Public Accountant, CPA
AICPANov, 1982- Jun, 2026 -
3rd Class Engineer Radiotelephone License
Federal Communications CommissionJun, 1976- Jun, 2026
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Industry Focus. “Financial Services”
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