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