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
- 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
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