Keith Fredrickson, CFP®, CRPC™, AIF®
SENIOR VICE PRESIDENT - WEALTH ADVISOR
With over two decades in financial markets, I bring a dynamic, client-centered approach to wealth management rooted in integrity, strategic planning, and a deep understanding of capital markets. My journey began in 1998 with an internship at MJ Meehan & Company, where I first recognized that the movement of capital reflects human decisions, hopes, and dreams. From 2004 to 2007, I honed my skills as a trader on the NYSE floor with Van der Moolen Specialists, before transitioning into wealth advising at Merrill Lynch. During my time there, I realized that true financial guidance extends beyond investments and requires a fiduciary mindset focused on aligning wealth with personal values and long-term goals.\
With Care Private Wealth, I provide comprehensive financial planning and an emphasis on investment management, retirement planning, tax-efficient strategies, estate planning, and asset protection. My mission is to help individuals, families, and business owners navigate complex financial decisions with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Chartered Retirement Planning Counselor (CRPC™), and Accredited Investment Fiduciary® (AIF®), I am committed to delivering personalized solutions tailored to my clients' unique needs, ensuring their financial success is both strategic and purpose-driven.
I believe the highest purpose in life is to serve others. As a Senior Vice President and Wealth Advisor, I take the time to truly get to know my clients, their goals, priorities, and what matters most to them. Trust is the foundation of any good relationship, and I believe that starts with genuine connection. I tailor my advice to fit not just financial objectives but personal values
Outside of work, I’m a lifelong learner. I studied liberal arts and philosophy at Bard College, and my curiosity has led me to explore everything from jazz theory to personal growth. Music is a big part of my life. I play guitar, sing, and compose jazz and rock songs. I also focus on continuously improving not just financially, but physically and emotionally. Whether it's in my personal life or my profession, I’m always striving to grow, connect, and make a meaningful impact.
🔹 Specialties: Wealth Management, Investment Strategies, Tax-Efficient Planning, Retirement Planning, Estate & Legacy Planning, Financial Literacy, Risk Management, Asset Protection
🔹 Let’s Connect: If you’re seeking a financial partner who prioritizes trust, transparency, and tailored solutions, I’d love to help.