A veteran of the financial world, Colleen Knapp brings over 40 years of planning experience to personal and business clients. Recruited to the Deloitte Manhattan headquarters immediately after Cornell, she has enjoyed being at the forefront of the financial services industry throughout her career. As the founder 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 responsivenes

Colleen Knapp
Founder, CEO/Wealth Manager
Transparent Wealth Consulting LLC
United States, New York, Rochester
About Me
Profile Information
Founder, CEO/Wealth Manager
Transparent Wealth Consulting LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rochester
New York
United States
Aug 31, 2025
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