Tracee Sapp

Background

About Tracee Sapp

I bring passion to financial planning that’s about building financial confidence and a planning partnership that works for you. I am a fiduciary that is here to empower you to take charge of your financial life and make small changes to pursue big goals. For over two decades, I have listened to where clients ultimately want to end up and then create a personalized, financial roadmap for their financial success. I use a 7-step holistic planning process that goes beyond numbers and investments, starting with what’s most important to you. This highly specialized approach involves a deep dive into your entire financial life and looks at how all of the pieces of your finances connect. I then make recommendations with your end goals and objectives in mind so that you are better positioned to live your best financial life and stay on track for a stronger financial future. OUR CLIENTS Clients choose to partner with me because they know that I truly understand them. My clients include growing business owners, corporate execs, physicians and boss-women-go-getters. These leaders are financially prosperous, motivated to go after their financial goals and value independent advice. They choose to work with me, not only to be held accountable and to stay on track, but to have a dedicated partner, focused on providing advice and guidance for the long haul. EXPERIENCE I have been a fiduciary and CERTIFIED FINANCIAL PLANNER since 2007 and have over 20 years of financial services experience. My education and industry registrations include a Master's degree in Engineering from The Georgia Institute of Technology, a Bachelor's degree in Engineering from North Carolina A&T State University (AggiePride!) and the series 7, 6 and 65 securities registrations. I am a member of the Financial Planning Association of Georgia, NAIFA Atlanta and past President and Board member of the Atlanta chapter of the NAWBO. You can also call me a foodie, yogi, and a room mom who enjoys travel, reading, interior design and spending time with my husband and two daughters. Are you ready to take the next step to help secure your financial future? I'd love to talk about how we can do this, Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.