Lunch & Learn

Increasing Income in Retirement

Class Agenda:

  • TBD

December 6th, 12-1PM

MetroNational Training Center

960 Memorial City Way, Suite 300

Houston, TX 77024

Register HERE

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Troy Sharpe

Troy Sharpe CFP®, CTS®, CPWA®

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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Untitled design (10)

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