Winnie Knapp

Transcend Financial Advisors

Financial Advisor

Winnie Knapp

Transcend Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Winnie Knapp

253-882-4544

Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country

Meet Winnie Knapp

Winnie Knapp founded Transcend Financial Advisors with the goal of helping you with a plan to live abundantly. She holds the prestigious designation of certified financial planner CFP®, and a Master’s Degree in personal financial planning from Kansas State University. It is her desire to build a deep long-term relationship with you in order to help you to make informed and wise financial decisions.

She is married to Vernon and they have one son, Christian, who wants to be a doctor when he grows up. They are actively involved in church and other volunteer community services as they believe the true joy in life is building relationships and helping others.

Winnie Knapp is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Winnie Knapp is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Winnie Knapp

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Office Locations:

  • 6337 Tunston Lane
    Charlotte, NC 28269

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