Vera Kelsey-Watts (CFP®)

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

  • Alternative or Private Investments
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™, I provide clients across the country with high quality, objective, creative and thoughtful financial planning guidance and advice through virtual, flexible meetings. I work with a diverse and broad client base including Gen X/Y clients, those close to or in retirement, LGBTQ folks, 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

30 Market St Newburyport, MA 01950-2526 Phone: (978) 270-0739