Keith C Wren
C-636-1382398263

Keith C Wren

Certified College Funding Specialist®

RIA/Investment Advisor

(347) 559-8808

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ABOUT Keith C Wren

Keith C. Wren has 24 years experience in the financial services industry, the last 12 years specializing in college planning. Formerly, Keith was Financial Executive for Citibank and New York Community Bank who attended The College of Staten Island and Kean College, majoring in Finance. A married father of 3 boys, Keith is involved with youth sports on Staten Island currently as an Athletic Director St. Patrick's Parish.

Designations

Qualifications

Formerly worked as a Financial Executive for Citibank and New York Community Bank, attended The College of Staten Island and Kean College, majoring in Finance. Holds the following licenses, Series 7, 6, 63 and 26, along with Life, Health and Property Casualty Licenses and is eligible to take the Certified Financial Planner (CFP) exam.


Licensed - Yes

License No -

License Type - Securites & Insurance

GetReady4College

135 Retford Avenue
, NY 10312
P: (347) 559-8808
F:  (718) 966-1236
www.getready4college.com

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
FAFSA Review
Scholarship Search
Essay Writing
Athlete Recruiting

Meetings Offered

My Office
Workplace
Home Visits
Over Phone
Webmeetings


Availability

Mornings
Afternoons
Evenings
Weekends

CCFS® (Certified College Funding Specialists)

EARNED BY
Keith C Wren

ISSUED ON
2017-01-01

CCFS® MEMBER ID
C-636-1382398263

DESCRIPTION
The CCFS® certification mark identifies college financial professionals who have met the high standards of competency and ethics established and enforced by the Association of Certified College Funding Specialists.

Unique Badge ID - rC5Tk-tTQeKgEaBfqn6ASg

 

Disclosures