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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This Office

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