Keith Huber leads Fiduciary Plan Advisors’ participant education practice, which complements our holistic approach to helping plan sponsors navigate through their company retirement plans. Keith’s role is to ensure that the participants of the plan receive financial wellness coaching inclusive of budgeting, goals prioritization and saving for retirement and emergency funds. Keith earned his Bachelor of Science degree with a concentration in Finance from Towson University. He is a Certified Financial Planner™, 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.
Keith Huber is not registered through Triad Advisors.