Our Firm

T. Sapp Financial Partners is an Atlanta based financial services firm providing financial services to physicians, business owners, executives and professionals. We offer solutions and strategies focused on Retirement Planning, Wealth Accumulation, Income Continuation, Business Continuation and Business Exit Planning. The firm was founded on the belief that financial planning is lifelong process based on a relationship between the professional and the client and we believe that with proper planning, ongoing monitoring and seasoned guidance, each client can have confidence that they are on track to meet their financial goals.

Our Leadership

The firm is led by Tracee J. Sapp, CFP®, who has practiced for over 19 years. She is an experienced financial professional, with a master's degree in Engineering, the CERTIFIED FINANCIAL PLANNER™ mark, and holds the Financial Industry Regulatory Authority (FINRA) series 7, 6 and 65 securities licenses.  Tracee is a member of the Financial Planning Association of Georgia, NAIFA  and is past president of the Atlanta Chapter of the National Association of Women Business Owners.  Outside of work, she is a foodie, enjoys travel, reading, interior design and spending time with her husband, Cedric and their daughters, Symone and Summer.

 

Learn more about Our Philosophy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck