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
- 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