Kelly Trageser (CFP®, MBA)

Kelly Trageser focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

At Sea Clear Financial Planning, LLC our mission is to provide fee-only comprehensive financial planning and investment management services that will inspire, educate and motivate clients to reach their life long goals and aspirations.  As a trusted financial advisor, we will see to it that the lives of our clients are more secure today, than the day they walked into our office.  Our clients benefit from:
  • Defining and Achieving Goals
  • Cash Flow Analysis
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Investment Management
  • Tax Planning
  • Retirement Planning

Additional Information

Kelly L. Trageser is a CFP(r) and has an MBA in Finance.  She has over 20 years experience in the financial services industry.  She is the Principal of Sea Clear Financial Planning, LLC, an independent fee-only financial planning and investment management firm located in Sea Girt, NJ.
  • B.A in Economics from Bucknell University in Lewisburg, PA
  • MBA in Finance from the Lubin School of Business at Pace University in NYC
  • Certificate in Financial Planning from Fairleigh Dickinson University in Madison, NJ
  • Successfully passed the CFP(r) exam and earned the right to use the CFP(r) marks of distinction

NAPFA Start Date

September 23, 2011


This Office

2150 Highway 35 Ste 250 Sea Girt, NJ 08750-1012 Phone: (732) 580-8039