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 his clients financial lives, and then delivers customized financial planning, risk management, and tax planning solutions to help them achieve their goals.

To read about our interview with Skyler, take a look at our Spotlight on the Team: Skyler Kraemer article!

Specializations

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

Career Highlights

Skyler started in the financial industry in 2010. He began working in the RIA space with a boutique financial and estate planning firm in Santa Barbara. He then spent 6 years at a large national firm in San Francisco and New York City. He completed his CFP and Master’s degree while working full time. He is interested in pursuing the CPWA certification and after that he would like to become an adjunct professor and teach college level financial planning 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 golf, basketball, camping, and hiking. He also recently bought an acoustic guitar and is trying to teach himself how to play.

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.

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