Crey Keitzer
Chief Executive Officer at Capture Wealth ManagmentSeasoned Financial Advisor | Expert in Wealth Management & Strategic Investments | Committed to Empowering Your Financial Success
- Role
- Chief Executive Officer at Capture Wealth Management
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Crey Keitzer
I am a Registered Representative, holding the General Securities Series 7 registration through LPL Financial, the Series 66 registration through LPL and Stratos Wealth Partners, as well as insurance licenses and other credentials which allow me to offer services in the many facets of investments, pension & profit sharing, financial & estate plan work. My practice continues to be active in retirement plans for individuals and businesses. Although there are others offering wealth management advice similar in scope, mine is customized in execution. I know you have numerous choices when it comes to establishing a comprehensive plan for financial independence in retirement, so I focus on strategies that help address your specific needs. Your financial life is not just about money and wealth; it is about you and your family, your priorities at every stage of life. You have questions; I am able to help you find those answers by creating a financial strategy that reflects your personality, built around your life goals. With the uncertainty of the market and rising healthcare costs I can help you with a financial plan for the future to include tax-advantaged solutions and help you pursue a life-long retirement income as well as assist you with planning for your loved ones when you are gone.Specialties: At Stratos Wealth Partners our services and specialties include:• Investment Planning• Retirement Forecasting and Design• Estate Preservation & Distribution Development• Business Succession and Organization Sequence Arrangement
Experience
Chief Executive Officer
Mar 2023 — Present
Education
University of Phoenix
Bachelor's degree, Finance, General
2010 — 2013
University of Phoenix
Associate's degree, Finance, General
2009 — 2013
Skills
- Online Marketing
- Marketing Support
- Data Entry
- Fixed Operations
- Automobile
- Automotive Repair
- Warranty
- Data Extraction
- Sales Support
- Warranty Administration
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