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Troy Sapp (CFP®, CPA)

Troy Sapp focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Fee-only comprehensive financial planning and wealth management.

Additional Information

Troy provided comprehensive financial planning and tax compliance services (return preparation) to affluent multi-generational families in the Northwest at a private firm for 14 years.  While working at that private firm Troy recognized a need in the broader community for similar unbiased comprehensive financial planning and wealth management services.

 

Utilizing a consultative approach to planning instead of one based on sales, Troy seeks to assist you to discover and implement the best alternatives given your unique situation.

 

Troy is a Certified Financial Practioner who holds a Bachelor of Science in Business degree from the University of Minnesota, Twin Cities.  Troy was also granted a certificate (CPA) as having passed the Certified Public Accountant examination and is registered as such by both the Washington and Minnesota State Boards of Accountancy.

 

Memberships:  National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), Tacoma Estate Planning Council.

NAPFA Start Date

August 23, 2010

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6521 Flanegan Rd W Lakewood, WA 98499-8102 Phone: (253) 820-6432
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