Keith C Wren

ABOUT Keith C Wren

Keith C. Wren has 38 years experience in the financial services industry, the last 15 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 with 3 sons, 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, 63, 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 - Securities & Insurance

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