V. Peter Traphagen, Sr. CPA, CFP, PFS, AEP
V. Peter Traphagen, founding partner of Traphagen Financial Group, is a graduate of Farleigh Dickinson University. Peter specializes in all aspects of wealth management including taxation, financial and estate planning, and portfolio management services. Peter is a Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Personal Financial Specialist (PFS). Peter is a founding member of the Association of CPA Financial Planners, Inc. (ACPAAFP). Peter has completed the NASD (National Association of Securities Dealers) Series 63 and 65. Peter is past chairman of the Financial Literacy committee. Peter is past chair and currently a member of the New Jersey State Society's Personal Financial Planning Committee and the Estate Planning Council of Bergen County. He is a member of the Financial Planning Association Division of Pro-Bono Services. He is the co-founder of the New Jersey CPA Help Center and Financial Literacy Committee. He presently serves on the Board of Directors of the Bergen Community College Foundation and Assistant Treasurer of the Bergen Community College Foundation, New Jersey World Trade Center Scholarship Fund Board of Trustees, and is the President of Share USA, a non-profit organization devoted to providing benefits to the financially and medically destitute. Peter is a member of the American Institute of Certified Public Accountants (AICPA), and the New Jersey, New York, and Florida Societies of Certified Public Accountants. Peter is also a Registered Player Financial Advisor for the NFL, National Football League Association.
Peter received the prestigious 2004 Medallion Award from the Bergen Community College Foundation recognizing his longstanding commitment to the community. Peter and the New Jersey Help Center received a special award from the Volunteer Center of Bergen County for extraordinary service to families affected by the World Trade Center disaster.
Peter was honored by the NJSCPA for 25 years of distinguished service. Peter has authored numerous articles on investment analysis, financial planning, estate and elder care planning. Peter has also been a guest speaker for "Tax Talk", CNN Money, and The Dolan's.
Peter is married with five children and enjoys biking, sailing, and rock climbing. Peter and two crew members sailed from Boston across the Atlantic to Portugal. The voyage was accomplished in a 33-foot sailboat.