In the pursuit of one’s financial goals, investing is a set of tools, and underneath the alpha seeking, beta mitigating, stocks and bonds, Keith knows it is important to keep in sight what this is meant to create in his clients lives. That is, financial planning and investing aren’t rooted in “more,” but in goals, life, family, legacy and fulfillment.
This understanding is why Keith spends so much of his time getting to know his clients and the contours of their lives, “peeling the onion” of their needs, wants and special considerations to create financial strategies tailored to their needs.
And then through their journeys, Keith works to educate, inspire and guide his clients with signature energy, diligence and care – because he cares.
In the course of his career, Keith has dedicated himself to continuing education and training. In addition to his degree from Florida State University, Keith is a Certified Financial Planner™ professional, earning the designation by completing the programs rigorous standards of education, training and integrity. He has continuously maintained his CFP® certification by meeting its continuing education and ethical requirements since first earning it in 2006.
Keith serves a select number of clients at all stages of their lives and careers, including retirees, pre-retirees, professionals and entrepreneurs planning for leadership transitions and the long-term legacies of their businesses.
Keith is an active member of the Miami-Dade community, serving on the board of the Alper Jewish Community Center, where he is immediate past board chair, as a board member of the Greater Miami Jewish Federation of South Dade, and as a member of the United Way Tocqueville Society. In June 2022, Keith was awarded The Stanley C. Myers President’s Leadership Award, which recognizes the exceptional contributions and commitments to the Jewish community.*
In his leisure time, Keith is a passionate tennis player, golfer and cyclist. He also enjoys live music.
Keith is originally from New York, and now resides with his wife and three daughters in Coral Gables.
*This award is not based in any way on the individual's abilities in regards to providing investment advice or management. It is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of his individual clients' experience. Raymond James is not affiliated with The Stanley C. Myers President's Leadership Award.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.