Keith Guertin

SENIOR WEALTH CONSULTANT

Keith Guertin is a financial advisor bringing almost 15 years of industry experience to Bukaty Companies Financial Services. In his role, Guertin provides financial planning as an investment advisor representative developing financial plans for retirees, professionals and affluent individuals utilizing skills in tax management, strategic portfolio wealth management, estate planning and risk management.

Prior to joining Bukaty Companies Financial Services, Guertin gained substantial experience successfully developing customized financial strategies to manage the needs of clients while working for recognized financial services companies. He spends his down time with his wife of almost ten years and young son. He also enjoys working on his classic car.

Education & Training

  • Bachelor's of Business Administration with an emphasis in Finance and Economics.

Specialty

  • Investing
  • Retirement Income Planning
  • Portfolio Management
  • Risk Mitigation
  • Tax Efficient Investing
  • Estate Planning
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