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
- 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