Keith Barberis, CFP<sup>®</sup>

Keith Barberis, CFP®

Director, Partner, Wealth Manager

Office: (240) 800-3447

In 1998, after selling the family business, a respected mentor told Keith, “Find a career you love and you will never have to work again”. Keith followed that advice and two decades later he guides families to financially prepare for the many life transitions that are likely to impact loved ones over their lifetimes.

Keith, a CERTIFIED FINANCIAL PLANNERTM professional, is passionate about the financial world and takes pride in his ability to master the fine details. His primary goal is to help others by utilizing his expertise and knowledge to guide clients through the intricacies of the financial industry landscape. His financial solutions and purposeful strategies help families to navigate through multigenerational life stages while providing confidence, support and reassurance. Keith’s individualized approach empowers entire families as they find themselves responsible for their personal wellbeing, aging parents and dependent children concurrently. Keith is committed to excellence and delivering the best possible solutions to his clients.

Keith is a student of finance. His CFP® certification is the gold standard for advisors but he challenges himself through continuing education, financial research and market analysis. In 2020 he was appointed to the Certified Financial Planner (CFP) Board's Disciplinary and Ethics Commission. The Disciplinary and Ethics Commission is charged with reviewing and taking appropriate action with respect to alleged violations of the Code of Ethics and Standards of Conduct and pursuant to the Fitness Standards for Candidates.

Certified Financial Planner Board of Standard Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER TM (with plaque design) and CFP(r) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certifications requirements.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck