Nicholas Trappey (CFP®)

Nicholas Trappey focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules

NAPFA Start Date

November 13, 2018

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This Office

1900 Lamy Ln Ste H Monroe, LA 71201-9200 Phone: (318) 600-3010