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


This Office

30 Market St Newburyport, MA 01950-2526 Phone: +1 (978) 572-2071