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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

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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

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