Reed Fraasa (AIF®, CFP®, RLP)
Reed Fraasa focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Reed focuses on retirement transition planning, financial life planning, and investment management for clients. Reed also serves as CEO and CIO developing our unique people, processes, and services.
Reed holds the CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Investment Fiduciary® designation, and is a Registered Life Planner ® from the Kinder Institute of Life Planning. Reed has over 28 years of experience and is a recognized leader in the financial planning profession. He has served as President of the Financial Planning Association of NJ. Reed has been quoted on CNBC, Wall Street Journal, New York Times, and is a frequent guest expert on the PBS program, Nightly Business Report.
Additional Information
When Reed is not helping clients of the firm reach their goals, he lives his goals enjoying travel, surfing, snowboarding, skateboarding, and tennis with his family. He lives in Kinnelon with his wife Dana, their five children and their dog Bandit.
NAPFA Start Date
July 06, 2016