Robin Snell (CFP®, EA)

Robin Snell focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

I understand the unique challenges facing women, their families and diverse individuals. I provide the much needed guidance to help build a solid foundation so you can focus on what is important to you.

Additional Information

Fueled by my passion for understanding people and the nuances of personal finance, I feel fortunate to help others achieve their aspirations. Learning is a lifelong venture, and educating others comes full circle. I am a strong proponent of women helping women with the understanding that empowered women empower women. I strive to create a culture of acceptance, inclusion, and encouragement among women and underserved communities in the traditionally gatekept finance arena. With personal experience in entrepreneurship, real estate investing, and business management, I have the expertise to guide my clients toward financial aspirations with empathy and humor. Planning is the key to success – a principle I live out through my interests in cooking (and eating), traveling, and home remodeling. I am the lucky mother to an energetic first grader, a proud wife to a career U.S. Army Sergeant, and a servant to two spoiled dogs. They have given me a greater understanding of the importance of love, family, and authentic connection with others. I am dedicated to serving my community with a spirit of acceptance, inclusion, and a genuine love of people.

NAPFA Start Date

September 07, 2023


This Office

413 Allens Ridge Dr E Palm Harbor, FL 34683-4812 Phone: (727) 777-6378