Keith Carpenter

Vice President - Financial Consultant at Charles Schwab

Role
VP - Financial Consultant at Charles Schwab
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Keith Carpenter

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 51••••••46 or email me at: k••••••••@schwab.com.

Experience

  1. VP - Financial Consultant

    Charles Schwab

    Mar 2025 — Present

Education

  • The American College of Financial Services

    Wealth Management Certified Professional®

  • Southern New Hampshire University

    Bachelor of Arts - BA

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Keith Carpenter — VP - Financial Consultant at Charles Schwab in Cincinnati, OH, US | Unifers