Vera Kelsey-Watts (CFP®)

Vera Kelsey-Watts focuses in the
following client markets or areas of practice:

  • Generation X
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Millennials
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™, I provide clients on the North Shore and across the country with high quality, objective, creative and thoughtful financial planning guidance and advice through virtual and in person meetings. I work with a diverse and broad client base, but I am especially proud to work with Gen X/Y clients, those close to or in retirement, the LGBTQ community, women and those working in social and environmental justice, municipal and not for profit fields.

NAPFA Start Date

December 13, 2012