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 firm’s 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® (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 his 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® certification 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 customers on the basics and the nuances of retirement planning, estate planning, income generation, tax strategies, investment management and more.
Troy spends his free time golfing, cooking, reading and relaxing. He is also a big supporter of many charities in the local Houston area that share similar values, with a focus on faith, family and children.
Oak Harvest Financial Group (OHFG) Founder and CEO Troy Sharpe CFP®, CPWA®, CTS®, was recently recognized by online media publisher Investopedia as one of their Top 100 Financial Advisors nationwide.
Considered among the leading resources of financial content on the web and the “go-to” source for individuals when it comes to consumer financial and investor-focused information since 1999, the prestigious award was launched in 2017, spotlighting the country’s most engaged, influential and educational advisors. The annual award highlights their top 100-ranked Financial Advisor’s out of 100,000+ independent advisors nationwide.
In speaking about the award, Troy expressed his gratitude and belief that while he is proud to be named among such an elite group of financial advisors, what it really signifies is recognition of the firm’s approach. One built upon the talent and level of genuine commitment to helping clients achieve their retirement dreams that the team assembled by OHFG has been able to institute and achieve.
You can watch the full interview above to learn more from Troy directly on what the award signifies, and more importantly about what you and your family can expect and how you can benefit in partnering with OHFG.
