Keith Fredrickson

I believe the highest purpose in life is to serve others. As a Senior Vice President - Wealth Advisor at CARE Private Wealth, I work closely with my clients to understand their goals and priorities. Service is at the heart of my work, and I prioritize empathy and approachability. Building strong, personal relationships with my clients allows me to add the most value. I always ask myself, "How can my clients trust me if they don't know me, and how can I serve my clients if I don't know them?"

As a good listener, I value forming long-lasting connections with my clients and appreciate their unique life experiences, both personally and professionally. I begin by asking questions to understand their thoughts, feelings, concerns, experiences with money, and accomplishments. Together, we define the true purpose of their wealth. Understanding these personal elements is crucial in recommending the programs and strategies that align with their goals. I take pride in being a CERTIFIED FINANCIAL PLANNER™ professional and holding the Chartered Retirement Planning Counselor, CRPC designation.

On a personal note, I graduated from Bard College with a degree in music, focusing on jazz theory, composition, and performance. I have a passion for music and enjoy playing guitar, singing, composing serious Jazz and rock and roll songs. Additionally, I am committed to personal growth encompassing physical, emotional, and financial well-being. I live with my wife, Margaret, and our daughter, Elizabeth, in Brooklyn.