1680 Route 23
Wayne, NJ 07470
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.
About Reed Fraasa
Reed has 30 years of experience as a fiduciary advisor, providing financial planning and investment management, and is the author of The Person is the Plan®, a unique financial planning process. Reed is a frequent guest contributor on PBS Nightly Business Report and has been featured in the New York Times, Wall Street Journal, and Star-Ledger newspapers.
Reed Fraasa focuses in the following client markets or areas of practice: Business Owners - Qualified Plans Investment Management Estate & Generational Planning Issues Financial Psychology/Coaching High Net Worth Client Needs Investment Advice with Ongoing Management Medical Professionals
Retirees and Pre-Retirees, Business Owners, Corporate Executives, Career Changers, Medical Practices, and Widow/Widowers.
We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.
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