Skyler Kraemer

MS, CFP®,

Client Advisor

 

Skyler Kraemer

MS, CFP®,

Client Advisor

“It’s an honor to work with clients and be their trusted advisor day in and day out. The best feeling in the world is helping a client realize their dreams, goals, and aspirations. ”

Role at Mission Wealth

Skyler becomes intimately acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

Specialization

Skyler specializes in inter-generational wealth transfer planning, investments, retirement planning, and providing peace of mind during turbulent markets.

Contact Information
Office Location: New York, NY
Email: skraemer@nullmissionwealth.com
Direct Line: (917) 454-8487

Role at Mission Wealth

Skyler becomes intimately acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

Specializations

Skyler specializes in inter-generational wealth transfer planning, investments, retirement planning, and providing peace of mind during turbulent markets.

Contact Information
Office Location: New York, NY
Email: skraemer@nullmissionwealth.com
Direct Line: (917) 454-8487

Career Highlights

Skyler started in the financial industry in 2010. He started in the RIA space with a boutique financial and estate planning firm, then spent 6 years at a large national firm. He completed his CFP and Master’s degree while working full time. Skyler is excited to move to a smaller employee owned firm like Mission Wealth where he feels like he can put his clients and his communities interests first. He is interested in pursuing the CPWA certification. One day, Skyler would like to become a personal finance professor and teach college level courses.

Credentials

Career Highlights

Skyler started in the financial industry in 2010. He started in the RIA space with a boutique financial and estate planning firm, then spent 6 years at a large national firm. He completed his CFP and Master’s degree while working full time. Skyler is excited to move to a smaller employee owned firm like Mission Wealth where he feels like he can put his clients and his communities interests first. He is interested in pursuing the CPWA certification. One day, Skyler would like to become a personal finance professor and teach college level courses.

Credentials

Community Involvement

Skyler is always looking for opportunities to have a positive impact on his community. A few things that he is most passionate about are animal rights, protecting the environment, and providing financial planning education to young adults and low-income families.

Personal Pursuits

Skyler is an avid reader, and tries to read at least one book per week. He loves spending time with his family and is a proud dog dad. He enjoys kickboxing, basketball, camping, hiking, and mountain climbing. He even attempted to climb Mt. Shasta but couldn’t make it to the summit due to bad weather.

Education
Skyler earned a B.A. in Environmental Studies and Business Economics from University of California, Santa Barbara. He also earned a Professional Certificate in Personal Financial Planning from UCSB as well as the CFP® designation and Masters of Science with emphasis in Personal Finance from College for Financial Planning.

 

Skyler Recommends

Community Involvement

Skyler is always looking for opportunities to have a positive impact on his community. A few things that he is most passionate about are animal rights, protecting the environment, and providing financial planning education to young adults and low-income families.

Personal Pursuits

Skyler is an avid reader, and tries to read at least one book per week. He loves spending time with his family and is a proud dog dad. He enjoys kickboxing, basketball, camping, hiking, and mountain climbing. He even attempted to climb Mt. Shasta but couldn’t make it to the summit due to bad weather.

Education
Skyler earned a B.A. in Environmental Studies and Business Economics from University of California, Santa Barbara. He also earned a Professional Certificate in Personal Financial Planning from UCSB as well as the CFP® designation and Masters of Science with emphasis in Personal Finance from College for Financial Planning.

 

Skyler Recommends

Meet More of Our Team

BACK TO OUR TEAM PAGE