CoverProfile

Colleen Knapp

Founder, CEO/Wealth Manager

Transparent Wealth Consulting LLC

United States, New York, Rochester

About Me

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

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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

Feb 19, 2025

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