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

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.