Robin Snell

Advisor at Nested Financial & Tax Planning

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Credentials

CFP®, EA

Nested Financial & Tax Planning logo

Firm

Nested Financial & Tax Planning

Location

Palm Harbor, FL

About

You’re making good money. So why does it still feel like you’re always behind?

You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now.

You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way.

That’s where I come in.

I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances.

Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like.

Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most

This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours.

If you’re tired of carrying the weight of it all alone, I’ve got you.

Demographic focus

Married/Couples/Partners LGBTQIA Women Professionals Gen Y/Millennials (Born 1980-1995)

Fee options

Flat: $3000/engagement

Hourly: $400+/hr

Monthly: $350+/mo

Flat Fee. No Minimum Investment Assets Required

Work history

Nested Financial LLC

2023 - Present (3 years)

Opinicus Capital, Inc.

2020 - 2023 (3 years)

Ameriprise FInancial Services, LLC

2019 - 2020 (1 year)

Homemaking

2018 - 2019 (1 year)

University of South Florida

2017 - 2018 (1 year)

St Petersburg College

2016 - 2017 (1 year)

Walking Equipment

2014 - 2016 (2 years)

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