Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind Singer Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

keith-circle

Keith Singer JD, CFP®
President

Keith Singer, a well-known financial advisor in Florida, is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a licensed Florida attorney.

Keith is the host of the daily radio program “Prosper! With Keith Singer” and has been extensively quoted in major media publications. Keith has previously served as an expert witness in FINRA arbitration proceedings concerning industry conflicts.

Keith graduated from Pennsylvania State University with a finance degree and also graduated cum laude from the University of Miami School of Law. He received his CFP®  certification from the Board of Certified Financial Planners in 2000.

Keith also holds the following appointments and licenses:

  • Admitted to the Florida Bar, 1992
  • Admitted to the U.S. District Court, Southern District of Florida, 1993
  • Florida life and health licensed, 1996 (also insurance licensed in Arizona, California, Colorado, Georgia, Massachusetts, New Jersey, New Mexico, New York, Oregon, Rhode Island and Texas)
  • Passed the Series 7, 63 and 65 securities exams

Outside the office, Keith enjoys watching football, exercising, traveling and spending time with his wife, Mishelle, three sons and one daughter.

 

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 the 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 requirements the right to use the CFP® certification marks.

Source: CFB Board. www.cfp.net/about-cfp-board/cfp-certification-the-standard-of-excellence/the-four-e%27s. Accessed Dec. 3, 2018.

darren

Darren Jurick 
Financial Advisor

 

roy-circle

Roy Rosner
Financial Advisor

 

jordan-linn

Jordan Linn 
Financial Advisor

 

steve-t

Steven E. Trachtenberg 
Financial Consultant

 

janyl-smith

Janyl Smith, JD LLM 
Financial Advisor

 

Ready to Take
The Next Step?

break

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

 

Or give us a call at 561.998.9985