Meet Keith Christian Cuomo
Financial Advisor / Certified Plan Fiduciary Advisor / Certified Financial Behavioral Specialist
MONROE | CONNECTICUT
KEITH CHRISTIAN CUOMO, CPFA, CFBS, The goal of my practice is to work with my clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make. I develop a financial strategy that does not focus on a product and chasing rate of return, but rather protection first. It is imperative for my clients to “act” now, rather than later when safeguarding their family, income, retirement and assets. I encourage my clients to develop this financial balance by protecting their assets, reduce risk, and save efficiently for retirement, while sharing a joint search for ideas and solutions that will enrich their lives.
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Certification(s): Certified Plan Fiduciary Advisor, Certified Financial Behavioral Specialist
Area(s) Served: Tri-State Area
Securities Licenses: Series 6, 62, 63, 65
Licensed to sell securities in: New York, New Jersey, Connecticut, Massachusetts, Florida, North Carolina, South Carolina, Pennsylvania, California, District of Columbia
Insurance: Life, Disability Insurance, Long-Term Care, Universal Life
Licensed to sell insurance in: NY, NJ, CT, MA, FL, NC, SC, PA, CA, DC