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.
She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.
Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. 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 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
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.
Specialties
Latest Articles
How to Open a Fidelity HSA and Transfer HSA Bank Assets
Going forward, the Fidelity HSA® is my primary recommendation for an HSA custodian.
The IRS Waives 2021 & 2022 Penalties Because Its Unclear How the New Inherited IRA 10-Year Rule Works
In 2019, the SECURE Act changed how inherited RMD rules work. After many IRS notices, we now aren’t sure how the new rules work.
#TBT Three Strategies to Avoid Private Mortgage Insurance
Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.