Skyler Kraemer Client Advisor Mission Wealth

Skyler Kraemer

In by Mission Wealth

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Skyler Kraemer

MS, CFP®

Partner and Senior Wealth Advisor

CONTACT SKYLER

Skyler Kraemer

MS, CFP®

Partner and Senior Wealth Advisor

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 Senior Wealth Advisor at Mission Wealth, catering to individuals and businesses across New York City, New York; Boston, Massachusetts; and the 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 Senior Wealth Advisor at Mission Wealth, catering to individuals and businesses across New York City, New York; Boston, Massachusetts; and the 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 a decade of experience in the financial industry, starting his career in 2010 with a boutique financial and estate planning firm in Santa Barbara. He then spent six years working for a large national firm in San Francisco and New York City. Skyler is a dedicated and lifelong learner, interested in pursuing the CPWA certification to further expand his knowledge and expertise. In addition to his work as a Senior Wealth Advisor at Mission Wealth, he aspires to 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.

Skyler has a Bachelor of Arts in Environmental Studies and Business Economics 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, a proud and native New Yorker, is a well-rounded individual with a variety of hobbies and interests. He is an enthusiastic reader, committed to finishing at least one book each week. In addition, he is a devoted family man and a loving dog owner. Skyler also enjoys staying active by participating in sports such as golf, basketball, camping, and hiking. As a true New Yorker, he is an avid fan of the New York Giants and Mets baseball, and enjoys following their games. Recently, he has taken up a new hobby of playing the acoustic guitar and is dedicated to mastering the instrument through self-teaching.

Community Impact

Skyler is a community-oriented individual, consistently seeking ways to make a positive impact. He is deeply passionate about animal rights, protecting the environment, and providing financial planning education to young adults and low-income families. He understands the importance of giving back to the community and takes an active role in making a difference.

Skyler Kraemer Volunteering in New York City
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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.

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.
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