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.