Paul Schnitman is a financial advisor at Plan Ahead Financial Management, Inc. with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Schnitman has been with Plan Ahead Financial Management, including its predecessor entity, since 1992. Plan Ahead Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary asset management and financial consulting across a range of strategies. The firm emphasizes tailored portfolio construction using equities, fixed income, mutual funds, ETFs, options, and employs Bloomberg-sourced analysis along with conservative option strategies.

Kyle Schnitman is a CFP® professional affiliated with Plan Ahead Financial Management, Inc. in Abilene, TX, with 11 years of industry experience. He has been with Plan Ahead, Inc. since 2008 and joined the affiliated firm in 2026. Plan Ahead Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $66 million across 55 client relationships. The firm offers discretionary asset management and financial consulting, using tailored investment strategies that include equities, fixed income, mutual funds, ETFs, options, and employs technical and fundamental analysis sourced from Bloomberg.