Keith Cusack, APMA

Keith’s Story:

Keith is a financial advisor with WealthClarity who enjoys helping people pursue their dreams while they continue to enjoy their lives. He has been assisting clients in understanding, defining, and working towards their goals since 2000. Keith guides clients by managing their investments, offering tax management strategies, and cash management advice to make their financial journey as surprise-free as possible. He works with them throughout each year by having regular meetings and virtual calls to review their progress.

Outside of the office, Keith loves traveling all over the world with family and friends, having ventured to places like Taiwan, Ireland, England, Wales, the Isle of Man, both coasts of Mexico, Canada, and all over the United States. Closer to home, he enjoys camping, wakeboarding, wake surfing, barefoot water skiing, riding his side-by-side, and snowmobiling in colorful Colorado.

Professional Experience & Qualifications:

Keith brings a wealth of experience to WealthClarity, having worked in various industries. His professional background and qualifications include:

• Accredited Portfolio Management Advisor (APMA) 2023
• General Securities Sales Supervisor since 2004
• Financial advisor since 2000
• Application and Project Engineer in the pharmaceutical, oil and gas, and cryogenics industries from 1992 to 2000
• Bachelor of Science in Mechanical Engineering from Colorado School of Mines

Specialties:

Keith specializes in small business owner planning and retirement plan customization. He excels at explaining complex financial matters in a way that anyone, whether a teacher, a doctor, an engineer, or a construction worker, can understand.

Fun Fact:

To pay his way through college, Keith was a lumberjack in Washington state and Colorado.