Keith Piscitello

About Keith Piscitello

Simplicity is the ultimate sophistication.\"-Leonardo DaVinci \"If you don\'t know where you\'re going, you may end up someplace else.\"-Yogi BerraAs we go through life, having a financial plan helps increase the likelihood that we will be able to achieve the financial security and independence you deserve, as well as manage the unexpected transitions that life sends your way. The most effective financial planning is easily digestible because it is presented with elegant simplicity. We provide concepts that provide the stability and confidence you deserve in clear understandable terms, not in esoteric financial jargon. Chances are better if you \"get it\" you will \"do it\". If we ask appropriate questions and apply the right tools, we can develop strategies to help you be prepared and protected for the future. Contact our office to schedule a complimentary review of your financial situation to see if there may be ways to improve the chances that you\'ll be able to live the life you envision. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Reviews on this site may or may not be clients of the firm. No compensation is being provided for the sharing of opinions and experiences on this site. The reviewer\'s comments may not be representative of any other person\'s experience and is no guarantee of future performance or success.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Simply Sophisticated Wealth Planning, LLC are not affiliated.

Experience

1. Advisory Board Member

   Alzheimer\'s Association Iowa Chapter

   Jul 2025 — Present · IA, US

   Providing leadership to fulfil the mission of the Alzheimer\'s Association, enhancing concern and awareness for families living with Alzheimer\'s disease, driving revenue generation, advancing advocacy and research efforts, and being a positive advocate in the community.

Education

• The American College of Financial Services

  Certified Financial Planner Program

  2012 — 2016

• Carthage College

  Bachelor’s Degree, Business Administration and Economics

  1988 — 1991

• Roosevelt University

  Master of Business Administration (M.B.A.), Finance

  1994 — 1996

Skills

• 401(K) Retirement Savings Plans
• Qualified Retirement Plans
• Investment Planning
• Tax-Advantaged Investment Strategies
• Succession Planning Strategies
• Estate Planning Strategies
• Life Insurance Planning
• Long Term Care Funding
• Special Needs Planning
• Retirement Income Planning
• Iras