V. Peter Traphagen, Jr. CPA, PFS

Partner and graduate of Lycoming College.  Peter is a Certified Public Accountant (CPA) and holds the designation of Personal Financial Specialist (PFS).  He is member of the New Jersey State Society of Financial Planning.  He is the past-chairman of the New Jersey State Society Bergen County Financial Planning Committee.  Peter has completed the NASD (National Association of Securities Dealers) Series 66 and is a licensed NJ Life and Health Insurance producer. Peter also maintains a mortgage license (NMLS).  He is a member of the National Association of Personal Financial Advisors of fee-only planners (NAPFA).  He is a member of the Financial Planning Association (FPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and New Jersey Society of Certified Public Accountants (NJSCPA). He has given numerous seminars on investment planning, retirement and college funding.

Peter has taught several financial planning classes at Bergen Community College.  Peter was appointed to the Student Financial Literacy Advisory Board to work with the New Jersey State of Chamber of Commerce in developing a financial literacy program for high schools.  Peter is a past President of the Oradell AM Rotary.  He is also the past-chairman for the CPA Help Center which provides pro-bono financial services to families in crisis.  He is also a past-member of the Consumer Interest Committee (CIC) for New Jersey which provides pro-bono and financial educational services.  Peter also supports (VITA) Volunteer Income Tax Assistance Program to prepare tax returns for individuals in financial hardship.  Peter has written articles for or has been interviewed by many national publications such as Kiplinger’s Magazine, Financial Advisor Magazine, Crain’s, Money Magazine, Investment News, Daily News, The Bergen Record and Wall Street Journal.

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. Peter is also the compliance officer at the firm as required by the Securities and Exchange Commission.

Peter is married with four children.  His hobbies include following his children’s sports schedules, playing softball and tinkering in the garage. He has competed in numerous triathlons.