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Livestream Event

Troy Sharpe, CFP®, CPWA® will be taking your retirement questions and answering them live on YouTube.

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Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP®, CPWA®, Founder and CEO of Oak Harvest Financial Group with special guest appearances.

Reserve your place and submit your questions for Troy to review prior to the event.

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Troy Sharpe, CFP®, CPWA®

Founder and CEO of Oak Harvest Financial Group

Troy is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Certified Tax Specialist® (CTS®). He completed his CPWA® coursework through the Yale School of Management. The CPWA® certification is administered by the Investments and Wealth Institute. He also holds a Series 65 Investment Advisors 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.

Troy leads teams of investment advisors, retirement planners, tax specialists, support, and concierge service staff. These diverse professionals work together to provide sophisticated, tailor-made investment management and retirement planning, coupled with responsive concierge customer service.

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Ed Rossi, CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®

Lead Advisor

With over 30 years of experience in financial services, Ed is dedicated to helping clients achieve their financial goals at Oak Harvest through a holistic approach to financial planning. A native Houstonian, Ed earned his B.B.A. in Finance from the University of Houston in 1992 and began working as an advisor even before his graduation.