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
- 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.
Education:
- 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