Kelly Trageser is a CERTIFIED FINANCIAL PLANNER ® professional. She is the Principal of Sea Clear Financial Planning, LLC, an independent fee only personal financial planning and investment management firm located in Sea Girt, NJ.
Kelly Trageser is a Registered Investment Advisor with the State of New Jersey. Her firm specializes in comprehensive financial planning and investment management and services clients both locally and nationally. Sea Clear Financial Planning is committed to providing clients with the highest level of service and expertise.
Kelly has over 20 years of experience in the financial services industry. As a NAPFA Registered Fee Only Financial Advisor, she has signed a Fiduciary Oath that puts client’s interests above all others. NAPFA Registered Advisors meet the most rigorous continuing education requirements in the industry.
Kelly holds a degree in Economics from Bucknell University in Lewisburg, Pennsylvania. In 1998, she earned a Masters of Business Administration Degree, with a major in Finance from the Lubin School of Business at Pace University in New York. After obtaining a Certificate in Financial Planning from Fairleigh Dickinson University in Madison NJ, and passing the rigorous CFP Board Exam, Kelly received authorization to use the CFP® marks of distinction, and founded Sea Clear Financial Planning, LLC in 2011.
Kelly Trageser is passionate about helping individuals achieve their life long financial goals. In her spare time, Kelly enjoys spending time with her family and friends at the Jersey Shore, playing tennis, skiing and traveling to interesting destinations.