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Kelly Trageser (CFP®, MBA)

Kelly Trageser focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

At Sea Clear Financial Planning, LLC our mission is to provide fee-only comprehensive financial planning and investment management services that will inspire, educate and motivate clients to reach their life long goals and aspirations.  As a trusted financial advisor, we will see to it that the lives of our clients are more secure today, than the day they walked into our office.  Our clients benefit from:
 
  • Defining and Achieving Goals
  • Cash Flow Analysis
  • Insurance Planning
  • Estate Planning
  • Education Planning
  • Investment Management
  • Tax Planning
  • Retirement Planning

Additional Information

Kelly L. Trageser is a CFP(r) and has an MBA in Finance.  She has over 20 years experience in the financial services industry.  She is the Principal of Sea Clear Financial Planning, LLC, an independent fee-only financial planning and investment management firm located in Sea Girt, NJ.
 
Education:
  • B.A in Economics from Bucknell University in Lewisburg, PA
  • MBA in Finance from the Lubin School of Business at Pace University in NYC
  • Certificate in Financial Planning from Fairleigh Dickinson University in Madison, NJ
  • Successfully passed the CFP(r) exam and earned the right to use the CFP(r) marks of distinction

NAPFA Start Date

September 23, 2011

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1027 Highway 70 Suite 302 River Place Executive Center Brielle, NJ 08730 Phone: (732) 580-8039
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