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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Todd Knapp

President of Knapp Financial Group

(831) 757-7144

(831) 757-5178

Todd, President of Knapp Financial Group, LLC—a full-service wealth management firm—has been helping clients and their families pursue the future they desire and the satisfaction they deserve since 1998.As an independent Wealth Advisor...

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Dorothy Angelini

LPL Registered Administrative Associate/Assistant

(831) 757-7144

As a LPL Registered Administrative Associate/Assistant, Dorothy focuses on providing efficient, personal service for all clients. Dorothy works closely with LPL Financial to ensure client satisfaction and to provide the most care-free...

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