Peter  Traphagen, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Peter Traphagen, Jr. CFP®

Partner

Traphagen Investment Advisors, LLC

234 Kinderkamack Rd
Oradell, NJ 07649
FINANCIAL ADVISOR'S WEBSITE
(201) 262-1040

General

Peter Traphagen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Traphagen Investment Advisors, LLC in Oradell, NJ and the surrounding communities.

Financial Advisor Overview

Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.

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Financial Advisor Experience

Peter is a Certified Public Accountant (CPA) and holds the designation’s of Personal Financial Specialist (PFS), Acredited Estate Planner (AEP) and Certified Financial Planner (CFP). Peter has completed the NASD (National Association of Securities Dealers) Series 66 and is a licensed NJ Life and Health Insurance producer and maintains a mortgage license (NMLS). He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA) and past-chairman of the New Jersey State Society Bergen County Financial Planning Committee. He is a member of the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJSCPA) and the National Football League Players Association (NFLPA). Peter specializes in wealth management services, including portfolio management, retirement planning, educational funding, insurance planning, individual, estate and trust taxation. He provides comprehensive personal financial planning by using his unique skill set as a CPA Financial planner to provide clients with cohesive tax and investment planning and advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - AEP

Insurance Licenses

  • Life insurance: NJ
  • Health/disability insurance: NJ

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources