Courtney Fraser Regan is a Wealth Manager and Investment Committee member at Marotta Wealth Management. She specializes in retirement accounts, required minimum distributions, and Roth conversions.
Courtney holds a bachelor of science in Applied Economic Management with a concentration in Financial Planning from Virginia Tech as well as a graduate certificate in Financial Therapy from Kansas State University.
During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.
Courtney first worked with Marotta Wealth Management as an intern in 2015, before joining the firm full-time in 2016.
Courtney currently lives in Crozet with her husband Dillon and their three pets: Koda, Mocha, and Trey.
For more information about Courtney, you may enjoy reading the 2018 article “All About Courtney Fraser, CFP®.”
Credentials & Memberships
CERTIFIED FINANCIAL PLANNER™
The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.
For more information about this designation, see the CFP Board website.
NAPFA-Registered Financial Advisor
This membership represents the highest standard of fiduciary duty in the financial services industry.
For more information about this membership, see the National Association of Personal Financial Advisors.
Financial Therapy Graduate Certificate
This graduate-level program teaches how to improve the financial health of clients by integrating relational, behavioral, cognitive and emotional elements with personal finance.
For more information about this certificate, see K-State Online.
Specialties
Latest Articles
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