A veteran of the financial world, Colleen Knapp brings over 40 years of planning experience to clients. Throughout her career, she has been at the forefront of the financial services industry, seeking to bring personalized strategies and great value to her clients’ lives. As Founding Partner of Transparent Wealth Consulting LLC, Colleen provides individuals, families, and business owners with a truly customized and comprehensive planning experience.
While she thrives in a spectrum of financial disciplines, Colleen specializes in providing tax-efficient solutions for each of her clients. Her unique planning process is founded on total transparency, prompt responsiveness, and a proactive approach to anticipating client questions and needs. Above all, she focuses her expertise on helping clients take the guesswork out of their financial lives so they can stay focused on what matters most.
A native of New York, Colleen earned her Bachelor of Science in Industrial Labor Relations and Accounting from Cornell University. In addition to her FINRA Series 6, 7, 24, 26 & 65 securities registrations, she is currently sitting for her Certified Divorce Financial Analyst Advisor (CDFA) designation.
Colleen is actively involved in her community and active in the Cornell Alumni Association, Cobble Stone Creek Country Club, St. Louis Church, St. Louis Choir and Grace Notes Chorale. An avid vocalist, she has sung around the world in Paris, Dublin, Rome, Milan and across the United States. Outside of the office, Colleen enjoys hiking, traveling, reading, learning to golf, and spending time with her adult children and grandchildren.