Boyan Doytchinov, MBA, a Chartered Financial Analyst (CFA) Charterholder and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional has rejoined Mark J. Snyder Financial Services, Inc., as Director of Financial Planning.
Boyan, who began his financial planning career here, will help clients with retirement planning, portfolio management, tax strategies, insurance, estate planning, and cash flow management. He replaces Peter Bellocchio, Vice President for Research and Analysis, who retired at the end of 2018 after a 20-year career at Mark J. Snyder Financial Services, Inc.
Before rejoining Mark J. Snyder Financial Services, Inc., Boyan was an Associate Managing Advisor at Altfest Personal Wealth Management in New York City. There he served a variety of clients as primary relationship and portfolio manager while mentoring a team of financial planning specialists. Boyan also oversaw annual client tax planning as well as small- and mid-cap investment research at this position.
Boyan earned a BA in economics and an MBA in finance from Stony Brook University.
Boyan, an outdoors enthusiast, enjoys biking, kayaking and skiing as well as wildlife and nature photography.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.