Kelly Trageser
    FiduciaryCFP

    Kelly Trageser

    Principal

    Sea Clear Financial Planning, LLC
    Brielle, New Jersey20 years experienceNo minimum minimum

    About Kelly

    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. 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.

    Areas of focus

    Cash Flow AnalysisInsurance PlanningEstate PlanningEducation PlanningInvestment ManagementTax PlanningRetirement Planning

    Credentials & background

    Designations

    CFP

    Clients served

    High Net Worth Individuals

    Registered in

    New Jersey

    The firm

    Sea Clear Financial Planning, LLC1027 Highway 70 Suite 302 River Place Executive Center, Brielle, NJ 08730