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Donald T

CFP®, Series 66

Glenwood Springs, CO

Cetera

Donald Tapp Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Avantax Advisory Services and Avantax Investment Services, and he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and business consulting services. He is involved with Northwestern Colorado Youth for Christ, assisting with financial and tax reporting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated managers with various program structures and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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