Courtney Fraser 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 Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family. 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
A Quick Strategy for Analyzing Whether You Should Rent or Sell
There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.
How Do I Take an RMD from an Illiquid Asset?
The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.
Q&A: Can I Pay for My Student’s Computer Repair Using 529 Funds?
In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?