Gregory T. Stapp, CPA, PFS, CFP® - Founder & Managing Member 

gregGreg founded Stapp Financial in 1996, and has provided accounting and financial planning services since 1985. His expertise includes retirement planning, investment management, small business taxation, and consulting. Greg earned a BA in Accounting from Whitworth University, and a Master of Science in Financial Planning from the College for Financial Planning. He is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Greg is a member of the Washington Society of CPAs, the American Institute of CPAs Personal Financial Planning Division, and the National Association of Personal Financial Advisors. Greg has been quoted in several publications including Ticker, Forbes, Medical Economics, The Seattle Times and The Olympian. He has been recognized as one of the nations Best Financial Advisors for Doctors in Medical Economics Magazine, as well as one of the Best Financial Advisors for Dentists in Dental Economics Magazine. In his free time, Greg enjoys outdoor activities like tennis.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange


Phone: 360.754.8895 • Fax: 360.754.8896