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🏆 Bestseller in Investment Portfolio Management
About Keith
Keith Wiltfong, CFP®, is managing director and chief compliance officer of Capstone Planning Investments, LLC. He focuses on wealth accumulation, providing clients with a comprehensive money management platform that is actively managed, results-oriented, progressive, and sustainable. He holds a Series 65 securities license as well as insurance licenses in Florida and Pennsylvania. He earned an MBA and master of science in information technology from the Florida Institute of Technology.
In his spare time, Wiltfong enjoys golf, biking, and CrossFit. He and his wife Deidre have three children. They live in Palm Coast, Florida.
Industries
Finance and Accounting
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