Troy Sharpe

CFP®, CPWA®, CTS®, Founder and CEO

Troy Sharpe named one of the top 100 financial advisors by Investopedia

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.


Troy Sharpe
Job Title
CFP®, CPWA®, CTS®, Founder and CEO
Oak Harvest Financial Group