Donald L. Tapp, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Donald L. Tapp, Jr. CFP®


Donald L Tapp, CPA/PFS, CFP

1227 Grand Ave, PO Box 1088
Glenwood Springs, CO 81602
(888) 945-9156
(970) 945-9156


Donald Tapp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Donald L Tapp, CPA/PFS, CFP in Glenwood Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

H.D. Vest Financial Services

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Corporate Finance, Getting Divorced, Employee Benefits, Government & Military, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources