Keith J. Kozubal, CRCP®, AAMS®, WMSTM
Independent Financial Advisor
Keith graduated from Indiana University with a Bachelor of Science degree in Resource Management and studied Finance Information Systems at Saint Joseph’s College in Rensselaer, Indiana.
After serving for twelve years with Local and State government agencies, he transitioned to the wealth management industry in 2011. Keith’s industry experiences include working with Fidelity Investments, Raymond James Financial Services and Morgan Stanley Global Wealth Management. Keith has earned the designations of Wealth Management Specialist, Accredited Asset Management Specialist and Chartered Retirement Planning Counselor through the College for Financial Planning.
Keith’s relationship-oriented approach to modern Wealth Management include personalized financial planning for clients with an emphasis on retirement strategies and investment management. Specializations include extensive experience in public service retirement planning for sworn and civilian employees and pension integration strategies
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Keith lives in Silverthorne with his wife, Christine and their two Shih Tzus. Keith and Christine enjoy all that Colorado has to offer including hiking, snowboarding mountain biking and exploring around town.
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PO BOX 4776 Frisco, CO 80443
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