Singer Wealth Management's mission is to become intimately familiar with our client’s financial objectives and provide them with secure, sensible, and reliable financial advice and solutions. Our primary focus is helping those in or near retirement, efficiently grow their wealth, create ample retirement income and then provide for the appropriate distribution of legacy assets to heirs.
Keith Singer, JD CFP is a well-known financial advisor in Florida. Mr. Singer is both a Certified Financial Planner™ and a licensed Florida attorney. Keith Singer is the host of the daily radio program “Prosper!” and has been extensively quoted in major media publications. Mr. Singer also serves as an expert witness in FINRA arbitration proceedings concerning industry conflicts.
Mr. Singer graduated from the Pennsylvania State University with a Finance degree and also graduated cum laude from the University of Miami, School of Law. Mr. Singer received his CFP certification from the Board of Certified Financial Planners in 2000.
Keith Singer also holds the following appointments and licenses:
CERTIFIED FINANCIAL PLANNER™ practitioner Why are the CFP® Certification Requirements Important? Most people think that all financial planners are "certified," but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP® certification marks.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org, or call us at 561-998-9985 today!