Bill Snoke, AIF, C(k)P, CPFA

Bill Snoke is a Senior Retirement Plan Consultant at HUB International, bringing more than 25 years of experience helping organizations and individuals navigate the complexities of retirement planning. With a deep background in qualified retirement plans and a passion for financial education,

Bill began his career in Southern California after transitioning from the consumer products industry. He became licensed as a financial advisor and joined a specialized division of Lincoln Financial Advisors, where he spent seven years serving nonprofit institutions, primarily hospitals and high-impact individuals across Southern California and the Las Vegas market. That early experience gave him a strong foundation in institutional plan management and a sincere appreciation for the personal side of finance.

After relocating to the Washington, D.C. area, Bill briefly worked with a recordkeeping firm before joining Greenberg, Wexler & Eig, where he would spend the next 15 years managing retirement plans for a wide range of successful business owners and professionals. Over that time, he more than tripled the firm’s managed assets and built long-standing relationships rooted in trust, clarity, and shared success. It was also during this chapter that Bill first encountered the team at AFS (now part of HUB International), forming industry friendships that have now evolved into professional collaboration. Today, he’s proud to be part of the HUB Bethesda team, bringing his clients a broader platform and deeper bench of resources.

At HUB, Bill continues to focus on helping plan sponsors strengthen their retirement offerings and empowering participants to take ownership of their financial future. His experience, integrity, and calm communication style make him a trusted partner to clients and colleagues alike.

He lives in the Richmond, VA area and enjoys staying connected to the community through both professional and personal relationships. When he’s not working, you can find him enjoying time with wife, family, and friends, or exploring the outdoors.