Gregory  Stapp

Gregory Stapp

| CFP®, CPA/PFS

Stapp Financial Planning, PLLC

(360) 754-8895

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Fee Only Financial Planner Located in Olympia, WA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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1800 Cooper Point Road SW
Building 10
Olympia, WA 98502

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Gregory Stapp is a Olympia, WA Fee-Only Financial Planner serving Olympia and all surrounding areas. Stapp Financial Planning, PLLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Gregory Stapp is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Greg has provided accounting and financial planning services since 1985. He holds a Master of Science degree in financial planning. He is a CPA, a CFP® and a Personal Financial Specialist (PFS) as designated by the American Institute of Certified Public Accountants.

Greg has been quoted in several publications including Ticker, Forbes, Medical Economics, The Seattle Times and The Olympian. He has been recognized as one of the Nation's 150 best financial advisers for Doctors every year since 2000 in Medical Economics Magazine.

At Stapp Financial, we work to help you realize your financial potential. We serve our clients with the tools and knowledge at hand, yet ever striving to further our capabilities, as we provide client support that is unparalleled. We abide by a philosophy that has earned and maintained decades of client relationships, as well as the respect of the accounting and finance profession.

We love what we do here. Our passion for our clients and our work has attracted an adept team of accounting and finance professionals that excel at providing the support our clients need.

Our commitment to excellence and professionalism, and our enthusiasm for what we do extends to every client. It is this commitment that has made us successful, with clients who value us as much as we value them. Rest assured, you have our word that we will hold true to our principles.
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Stapp Financial is  a personal financial planning firm (Stapp Financial Planning, PLLC) providing Certified Financial Planning services, a Registered Investment Advisor (Stapp Financial Planning, PLLC) providing unbiased and fee-only investment management services, and a Certified Public Accounting firm (Stapp Accounting Services, PLLC) providing a full array of tax, accounting, QuickBooks consulting and traditional audit services.

Here at Stapp Financial, we have always focused on providing our clients with the best service and support possible. From this, we have developed our latest accounting support system: Virtual Accounting Services. We know you are busy and need alot from your accounting and financial information, so we developed a system to meet your every need. It will make your life easier, and take your business to new heights.
 
Our objective is to provide you with independent advice that you can trust and is tailored to your best interest.

Our Clients
Doctors, closely held business owners, nonprofit organizations, high net worth individuals and middle class families desiring assistance in financial planning, investment management, accounting and taxes – we work with these individuals to accomplish their financial goals.

Our Fees
We enjoy working with people and sharing the experience of achieving their financial goals. Stapp Financial provides financial advice as a fee-only financial advisor recognized by the National Association of Personal Advisors (www.napfa.org ). As a fee-only advisor you can be assured of receiving objective unbiased advice. We do not receive any commissions or incentives for selling any financial products. Your best interest is our best interest!
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