Keith

Truex

CIMA®

picture of a planner

Here to act in your best interests

About me

I have learned so much working in the financial industry over the past 25-plus years, and I am honored and proud to be able to share my knowledge with clients to help them learn and achieve their financial goals.

Certifications

Certified Investment Management Analyst®

Education

Bachelor of Arts, Business - Richard Stockton University of NJ

Visit one of our Locations

New York IV - Red Bank

328 Newman Springs Road

Suite #1

Red Bank, NJ 07701

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts