Winnie Knapp
Certified Financial Planner™, CFP®, MSFP
Fiduciary Commitment
At Transcend Financial Advisors, our fiduciary commitment means we are legally and ethically bound to act in your best interest — always. We uphold the highest standard of care, trust, and transparency, ensuring every recommendation is made solely to support your financial well-being. This dedication to integrity and accountability is the foundation of the lasting, trusted relationships we build with every client.
Holistic Guidance
We take a comprehensive approach to your financial life — because every decision is connected. Our holistic guidance integrates your income, investments, taxes, education, retirement, and legacy goals into one cohesive plan. By aligning your financial strategy with your values and long-term vision, we help you achieve balance, clarity, and confidence at every stage of life.
Caring Partnership
We believe that great financial planning begins with genuine human connection. We take the time to listen, understand your story, and honor what matters most to you and your family. Our caring partnership is built on empathy, respect, and open communication — guiding you with personalized attention and unwavering support through every milestone of your financial journey.