Keith Huber leads Fiduciary Plan Advisors’ Wealth Management practice, which complements our holistic approach to helping plan sponsors navigate through their company retirement plans. Keith’s role is to ensure that executives of their clients receive comprehensive advice inclusive of tax-efficient investing, insurance and estate planning, and overall goal prioritization.
Keith earned his Bachelor of Science degree with a concentration in Finance from Towson University. He is a Certified Financial Planner™ professional, FINRA Series 65 licensed, and Life & Health insurance licensed. Prior to this role, Keith spent time analyzing securities for a financial planning team with Merrill Lynch.
