About Keith
As a wealth advisor, Keith works closely with his clients to discover their personal and financial goals and objectives. With these goals identified, he creates and implements strategies that will help his clients achieve their life goals. Using a variety of wealth strategies—including investments, tax planning, risk management and education planning—Keith enables his clients to achieve a sense of financial comfort and security. He strongly believes that the key ingredient to building and maintaining client relationships is trust. Keith’s clients trust that he is their advocate, and he works hard to gain and maintain that trust.
Keith has been with Wasserman Wealth Management, now Buckingham Strategic Wealth, since it was founded in 2003. He has been a Certified Public Accountant (CPA) for more than 25 years. He has been awarded the Personal Financial Specialist (PFS) designation, is a member of the American Institute of Certified Public Accountants and Michigan Association of CPAs, and he was a founding member of the BAM Advanced Advisor Forum. Keith earned his bachelor’s degree in business administration from Western Michigan University.
Keith is married and has five children and a dog. He spends much of his time attending all his kids’ various sporting events and other activities. Keith has coached football for 12 years, along with other sports, and has served as the president of the Walled Lake Braves youth football organization. Keith believes that coaching youth sports and working as a wealth advisor have many similarities. “Just like implementing a winning play on the field,” he explains, “I help our clients implement a winning strategy for achieving long-term success.”
As a wealth advisor, Keith works closely with his clients to discover their personal and financial goals and objectives. With these goals identified, he creates and implements strategies that will help his clients achieve their life goals. Using a variety of wealth strategies—including investments, tax planning, risk management and education planning—Keith enables his clients to achieve a sense of financial comfort and security. He strongly believes that the key ingredient to building and maintaining client relationships is trust. Keith’s clients trust that he is their advocate, and he works hard to gain and maintain that trust.
Keith has been with Wasserman Wealth Management, now Buckingham Strategic Wealth, since it was founded in 2003. He has been a Certified Public Accountant (CPA) for more than 25 years. He has been awarded the Personal Financial Specialist (PFS) designation, is a member of the American Institute of Certified Public Accountants and Michigan Association of CPAs, and he was a founding member of the BAM Advanced Advisor Forum. Keith earned his bachelor’s degree in business administration from Western Michigan University.
Keith is married and has five children and a dog. He spends much of his time attending all his kids’ various sporting events and other activities. Keith has coached football for 12 years, along with other sports, and has served as the president of the Walled Lake Braves youth football organization. Keith believes that coaching youth sports and working as a wealth advisor have many similarities. “Just like implementing a winning play on the field,” he explains, “I help our clients implement a winning strategy for achieving long-term success.”