V. Peter Traphagen (AEP, CFP®, CPA/PFS)

V. Peter Traphagen focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management

Planning Specialties

We specialize in customized wealth management solutions. We are a full service wealth management and CPA firm specializing in comprehensive financial planning, Estate/Trust planning and preparation, Insurance planning, Tax planning and preparation. Specialize in working with executives, small business owners, and high net worth individuals.

Additional Information

Partner and graduate of Lycoming College.  Peter is a Certified Public Accountant (CPA) and holds the designation of Personal Financial Specialist (PFS).  He is member of the New Jersey State Society of Financial Planning.  He is the past-chairman of the New Jersey State Society Bergen County Financial Planning Committee.  Peter has completed the NASD (National Association of Securities Dealers) Series 66 and is a licensed NJ Life and Health Insurance producer. Peter also maintains a mortgage license (NMLS).  He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA).  He is a member of the Financial Planning Association (FPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJSCPA). He is also a member of the National Football League Players Association (NFLPA). He has given numerous seminars on investment planning, retirement and college funding.

Peter specializes in wealth management services, including portfolio management, retirement planning, educational funding, insurance planning, individual, estate and trust taxation. He provides comprehensive personal financial planning by using his unique skill set as a CPA Financial planner to provide clients with cohesive tax and investment planning and advice. Peter is also the compliance officer at the firm as required by the Securities and Exchange Commission.

Peter is married with four children.  His hobbies include attending his children’s sports schedules, playing softball and tinkering in the garage. 

NAPFA Start Date

October 10, 2002

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This Office

234 Kinderkamack Rd Oradell, NJ 07649-2149 Phone: (201) 262-1040 Fax: (201) 265-4533