As a CERTIFIED FINANCIAL PLANNER™ Professional, Keith works with individuals and families to help them accumulate, preserve, and grow their wealth, taking into account the different challenges and opportunities each generation may face. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.
Keith’s mission is to make a positive difference in his clients’ lives by helping them achieve the future they want. He focuses on working with individuals, families, and business owners by delivering the specialized experience, working with the resources Barnum provides.
He takes the time to really get to know you, both what you need to plan for and what you want your wealth to enable you to do. This approach enables him to develop deep relationships by helping his clients lead happier, healthier and more financially secure lives.
Keith started his career in the financial industry at Goldman Sachs as a specialist on the exchange floor in 1999. After many years of trading his own capital and before joining Barnum Financial Group, Keith was a financial advisor with Northwestern Mutual for almost 8 years where he won numerous awards in recognition of his work on behalf of his clients.
His dedication to life-long learning extends to his own professional development. In addition to earning the CFP® designation, Keith holds the designation of Chartered Financial Consultant® (ChFC®), gaining in-depth knowledge of the key financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning. He is also a Chartered Life Underwriter® (CLU®), one of the most respected designation of expertise to meet the insurance needs of individuals, business owners and professional clients.
At Barnum, Keith is supported by the Wealth Strategies Division, a team of consultants experienced and trained in individual planning issues. He works with these resources as needed to design comprehensive recommendations that take into account multiple aspects of your life. The members of this division and their bios can be found on my “My Team of Resources” page.
Keith earned a degree in international relations and international business from the University of Wisconsin, Madison. He resides in Manhattan, New York and enjoys cycling and general fitness activities.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance Lic # 0H07337.
Check the background of this investment professional on FINRA’s BrokerCheck