Vera Kelsey-Watts (CFP®)

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

  • Hourly
  • Investment Advice without Ongoing Management
  • Socially Responsible Investments
  • Tax Planning
  • 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

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This Office

5 Appleton St Watertown, MA 02472-3524 Phone: (617) 744-0193

Other Offices

30 Market St Newburyport, MA 01950-2526 Phone: (617) 971-8071