W. Keith Schmidt, CLU®ChFC®, CASL®, RICP®
Financial Planner and Wealth Management Advisor
California Insurance License #: 0798792
As a financial planner for more than 30 years, Keith has worked with hundreds of individuals and businesses to help them achieve their financial goals and dreams. He will take the time to earn your trust, to understand your personal and business goals, and to create a personalized roadmap for yourself, your family and your business.
Keith has made a life-long commitment to learning and education, with degrees in insurance, risk management, financial planning, senior living and retirement income. As a registered investment advisor, he acts as your fiduciary in all matters, taking personal responsibility and liability for his recommendations and advice.
Keith graduated from Northeastern University with degrees in finance and insurance. He is the father of four sons and lives in Westchester, NY.
W. Keith Schmidt, CLU®, ChFC®, CASL®, RICP® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.