- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
2150 Highway 35
Sea Girt, NJ 08750
Sea Girt, NJ 08750
Kelly Trageser is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kelly Trageser is a CERTIFIED FINANCIAL PLANNER ™ professional and has an MBA in Finance. 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 and Experience:
- Graduated with a degree in Economics from Bucknell University in Lewisburg, PA
- Earned an MBA in Finance from the Lubin School of Business at Pace University in NYC
- Completed an extensive 18 month program to earn a Certificate in Financial Planning from Fairleigh Dickinson University in Madison, NJ
- Earned the right to use the CFP® marks of distinction by completing stringent ethics, exam, education and work experience requirements
- Became a NAPFA Registered Fee-Only Financial Advisor
- Prior to starting Sea Clear Financial Planning, LLC, Ms. Trageser worked in the financial services industry for over 20 years
Sea Clear Financial Planning, LLC is an independent Fee-Only personal financial planning and investment management firm located in Sea Girt, NJ. The firm specializes in creating comprehensive financial plans for individual professionals, couples and families. Our practice focuses on developing life long relationships built on trust, expertise and the highest level of client service. To fulfill this mission, we are committed to:
- Giving advice that is always in our client's best interest
- Improving the financial well being of our clients through Fee-Only comprehensive financial planning and investment management
- Educating and organizing our clients so they make wise informed financial decisions
- Making our client's feel comfortable and respected
- Continually pursuing excellence at all levels through continuing education
- Not selling any products, or receiving any commissions or compensation from third parties so our recommendations are completely impartial and unbiased