Keith A Chock, CFP ®
Founding Partner
Keith has devoted his 35 years in the financial industry to wealth management. His prior experiences with investment products and work with insurance products at Osaic Wealth, Inc. provides him the background to assist clients in all areas of their wealth planning.
Keith holds the distinguished CERTIFIED FINANCIAL PLANNER (CFP®) certification and has the Series 6, 7, 24, 63 and 65 securities registrations held through Osaic Wealth, Inc. He also holds licenses for life, health and long-term care insurance, as well as annuities. Keith received a B.A. degree in management from the University of Hawaii and an M.B.A in economics from the University of Nevada, Las Vegas.
Keith has been assisted for the last six years by his youngest daughter, Quinn, a fully licensed and registered representative. Both Keith and Quinn are ready to help you and your family get the security you deserve.