Vera Kelsey-Watts (CFP®)

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

  • Generation X
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Millennials
  • Socially Responsible Investments
  • 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


This Office

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