Keith Weiss (CFP®)

Keith Weiss focuses in the
following client markets or areas of practice:

  • AUM
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

I follow an economists approach to investing and financial planning. If you are currently working and have at least 10+ years left until retirement, you want to know if you are on pace to have the proper amount saved.

If you are retiring or in retirement, you want to know how you are going to make your retirement assets last throughout your retirement years.

These are the main themes that I provide answers and solutions for. Everything else (e.g. investment planning, insurance planning, estate planning, tax planning) is a sub-category to answering the two main concerns addressed above.

What are you waiting for?

Additional Information

A Goal Without a Plan is Just a Wish

>  What Can I Help With

  • Asset Management
  • Investment Planning
  • Budgeting & Cash Flow Planning
  • Planning & Budgeting for Retirement Income
  • Planning & Budgeting for Retirement Income
  • Investment Optimization
  • "Second Opinion" Investment Analysis
  • Risk Management or Insurance Planning
  • Personal Finance Consultation

My Links

NAPFA Start Date

February 03, 2020


This Office

704 Route 6 Mahopac, NY 10541-1635 Phone: (845) 621-4700