Courtney Fraser Regan

Wealth Manager, CFP®

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


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.


Latest Articles

How to See Closed Account Information at Schwab
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If closing an account at Schwab is in line with your goals, take comfort in knowing that you are able to close your accounts at Schwab without losing access to your important documents.

Distribute Your First 401(k) RMD in April or December?
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Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.

How to Set Beneficiaries on Your HSA with Fidelity
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Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.

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