Keith Fedor

You’ve earned your retirement. We help you turn it into the life you’ve imagined.

Role
Lpl Financial Planner at Summit Wealth Strategies
Location
Franklin, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Keith Fedor

My expertise is Retirement Planning, from seeking to grow and protect wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.

Experience

  1. Lpl Financial Planner

    Summit Wealth Strategies

    Jan 2021 — Present · Franklin, TN, US

    My expertise is Retirement Planning, from seeking to grow and protect wealth to implementing retirement income distribution strategies.It’s my privilege to hold the Retirement Income Certified Professional® designation from American College of Financial Services, and the designation of Retirement Planning Specialist® from the distinguished Wharton School at the University of Pennsylvania.My professional passion is witnessing people’s lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to peace about their future. It’s gratifying, and it’s why I do what I do.So, while my wife and I raise our three young kids, I use my professional experience and education helping people like you to plan and enjoy retirement with confidence.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • The American College of Financial Services

    Retirement Income Certified Professional

  • The Wharton School

    Retirement Planning Specialist

Skills

  • Investment Services
  • Financial Services
  • Investments
  • Ira Distribution Planning
  • Risk Management
  • Retirement Planning
  • Long-Term Care Planning Strategies
  • Tax-Deferred Investment Planning
  • Insurance Planning
  • Client Education
  • Financial Advisory
  • Insurance Services
  • Retirement Planning Services
  • Estate Planning Strategies
  • Long Term Care
  • Insurance Strategies
  • Retirement
  • Strategic Financial Planning
  • Education Planning Strategies
  • Life Insurance
  • Social Security
  • Pension Distribution Planning
  • Financial Strategies
  • Retirement Planning Strategies
  • Tax-Efficient Investing Strategies
  • Business Succession Planning
  • Wealth Management
  • Executive Benefits Planning
  • Disability
  • Insurance

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Keith Fedor — Lpl Financial Planner at Summit Wealth Strategies in Franklin, TN, US | Unifers