T. Sapp Financial Partners was founded by Tracee J. Sapp, CFP®. A seasoned financial professional with over 20 years of experience and a master's degree in Engineering, Tracee knows numbers—but she also knows that financial planning is about so much more than that. It’s the freedom to retire without worry. The pride in building a legacy for those you love. And the joy of accomplishing your goals and living your dreams.
Clients love working with Tracee because they know she truly understands them. As a wife, mother, and business owner herself, she is no stranger to the balancing act. That’s why she takes the time to learn about your family, profession, future aspirations—even what keeps you up at night. With this insight, she can translate complex financial concepts into what really matters based on what you care about.
Beyond her hands-on, tailored approach, Tracee is incredibly seasoned and uniquely qualified. Along with the CFP® designation, Tracee also holds the Series 7, 6 and 65 securities registrations. Tracee also has engineering degrees from North Carolina A&T State University and The Georgia Institute of Technology. She is a proud member of the Financial Planning Association of Georgia, NAIFA and has previously served as president of the Atlanta Chapter of the National Association of Women Business Owners. When she is not working with clients, she is a foodie, a yogi, a room mom who enjoys travel, reading, interior design and spending time with her husband and two daughters.