Troy Sharpe
CFP®, CPWA®, CTS®, Founder and CEO
As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline.
Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Private Wealth Advisor® designee (CPWA®) and Certified Tax Specialist® (CTS®). He holds a Series 65 Investment Advisor license and a Texas life insurance license.
Troy earned his finance degree from Florida State University and completed Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. He then completed his CPWA® coursework through the Yale School of Management. The CPWA® designation is administered by the Investments and Wealth Institute.
You can hear Troy at 12 p.m. each Sunday on NewsRadio AM740, KTRH, when he hosts “The Retirement Income Show®.” And you can see Troy on our Oak Harvest YouTube page. There, he regularly shares videos to help educate clients and prospective clients on the basics and the nuances of retirement planning, estate planning, income generation, tax strategies, investment management and more.
Troy is married and has a young son named Jack. He enjoys spending his free time golfing, cooking, reading, and relaxing. Troy is also passionate about giving back to the community and actively supports various charities in the Houston area that align with his values of faith, family, and children.
Featured Content & Resources from Troy
Retiring During a Market Downturn: This Strategy Changes Everything
I’m 62 With $1.5 Million Saved: What Can I Spend and Still Retire Securely?
Webinar: Understanding Estate Planning: Wills, Trusts & Legacy Planning
See more videos HERE.
Certifications & Credentials
CERTIFIED FINANCIAL PLANNER® professional. CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. Learn more here.
Certified Private Wealth Advisor® From the Investments and Wealth Instute, The Certified Private Wealth Advisor® (CPWA®) certification is designed specifically for advisors who work with—or aspire to work with—high-net-worth (HNW) clients. Learn more here.
Certified Tax Specialist™ From the Institute of Business & Finance, The CTS™ designation is the first of its kind in the industry and has proven effective in helping reducing clients’ tax obligations. With CTS™ knowledge and strategies, you can offer expert guidance on who must file an income tax return, the impact of current tax regulations on individuals, couples, families, and business owners, business income and home businesses, tax credits, itemized deductions, and retirement plans, LLCs and S corporations, and more. Learn more here.
