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.