Skyler Kraemer Client Advisor Mission Wealth

Skyler Kraemer

In by Mission Wealth

Image

Skyler Kraemer

MS, CFP®

Partner and Managing Director

New York, Boston

(917) 746-9275

CONTACT SKYLER

"I take great pride in being a trusted advisor to my clients, especially during turbulent markets. It's an honor to work with them day in and day out, and provide them with peace of mind. Helping clients realize their dreams, goals, and aspirations brings me a great sense of satisfaction and purpose."

Skyler Kraemer is a seasoned Partner and Managing Director at Mission Wealth, catering to individuals and businesses across New York City, New York, Boston, Massachusetts, New England, and the entire Northeast region. With years of experience and deep expertise in the financial industry, Skyler assists his clients in all aspects of their financial journey, including investment planning, retirement planning, insurance, tax strategies, and estate planning. His dedication to his clients' financial well-being has made him a trusted advisor in the industry. Skyler is committed to understanding his clients' unique financial goals and providing tailored solutions to help them achieve their objectives.

"I take great pride in being a trusted advisor to my clients, especially during turbulent markets. It's an honor to work with them day in and day out, and provide them with peace of mind. Helping clients realize their dreams, goals, and aspirations brings me a great sense of satisfaction and purpose."

Skyler Kraemer is a seasoned Partner and Managing Director at Mission Wealth, catering to individuals and businesses across New York City, New York, Boston, Massachusetts, New England, and the entire Northeast region. With years of experience and deep expertise in the financial industry, Skyler assists his clients in all aspects of their financial journey, including investment planning, retirement planning, insurance, tax strategies, and estate planning. His dedication to his clients' financial well-being has made him a trusted advisor in the industry. Skyler is committed to understanding his clients' unique financial goals and providing tailored solutions to help them achieve their objectives.

Learn About Skyler Kraemer

Professional Background

Skyler Kraemer has over 14 years of experience in the financial services industry. He began his career in 2010 with a boutique financial and estate planning firm in Santa Barbara, California. He then spent six years working for a large national firm in their San Francisco and New York City offices.

Skyler has a Bachelor of Arts in Business Economics and Environmental Studies from the University of California, Santa Barbara. After completing his bachelor's degree, Skyler also earned a Professional Certificate in Personal Financial Planning from UCSB. He then went on to earn the CERTIFIED FINANCIAL PLANNER™ designation as well as a Master of Science with an emphasis in Personal Finance from the College for Financial Planning.

Personal Pursuits

Skyler is a dedicated and lifelong learner. In addition to his work as a Senior Wealth Advisor at Mission Wealth, he aspires to one day become an adjunct professor and teach college-level financial planning courses. His passion for education and helping others achieve their financial goals drives his commitment to the industry.

A devoted family man, Skyler and his wife Kate recently welcomed their first child, a baby girl named Colette, into the world. They also have two long-haired Miniature Dachshunds (Finley & Blue).

Skyler’s favorite hobbies are reading and golf. As an avid reader his goal is to finish at least one book per week. On the golf course he still sports a high-handicap but has dreams about lowering it one day.

Skyler Kraemer Volunteering in New York City
Spotlight on Andy Penso

Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

In the News

Ali Miller InvestmentNews Rising Stars 2024

Mission Wealth’s Alison Miller Honored with InvestmentNews Rising Stars Award

Mission Wealth is proud to announce that Senior Wealth Advisor Associate Alison Miller has been named a recipient of the inaugural InvestmentNews Rising Stars Award.
The Quarterly Brief Newsletter and Market Perspectives for Q4 2024

Market Perspectives Q4 2024

As we close out 2024, our Chief Investment Officer, Kieran Osborne, offers key insights into the financial markets and economy.
Important Estate and Tax Law Changes for 2025

Important Estate and Tax Law Changes for 2025

The IRS has unveiled crucial adjustments to tax brackets, credits, and deductions for 2025. Read more in this article.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
CONTACT US