Greg Stapp
Chief Executive Officer at Stapp Financial Planning PLLC
Profile
Mr. Gregory T.
Stapp is a Member at Stapp Financial Planning PLLC.
He has been helping people with their finances since 1985.
He has extensive experience with income tax planning and preparation, in addition to financial planning.
His unique experience allows him to provide a detailed perspective when it comes to your financial planning and wealth management.
He is a Certified Public Accountant with a Personal Financial Specialist (PFS) designation.
He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
He has an undergraduate degree from Whitworth University and Master in Science in Financial Planning from the College of Financial Planning in Denver, Colorado.
Greg Stapp active positions
| Companies | Position | Start |
|---|---|---|
Stapp Financial Planning PLLC
 Stapp Financial Planning PLLC Investment ManagersFinance Stapp Financial Planning PLLC is an independent, SEC-registered investment advisor headquartered in Olympia, Washington. The firm was founded by Gregory Stapp in 1996. Stapp Financial Planning offers investment advisory services to individuals, high-net-worth individuals, and retirement accounts. | Chief Executive Officer | 31/10/1996 |
Training of Greg Stapp
| Whitworth University | Undergraduate Degree |
| The College of Financial Planning Institutes Corp. | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Stapp Financial Planning PLLC
Stapp Financial Planning PLLC Investment ManagersFinance Stapp Financial Planning PLLC is an independent, SEC-registered investment advisor headquartered in Olympia, Washington. The firm was founded by Gregory Stapp in 1996. Stapp Financial Planning offers investment advisory services to individuals, high-net-worth individuals, and retirement accounts. | Finance |
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