Mr. Keith Reardon works as a holistic financial planner. His practice is focused on working with high net worth individuals, corporation, and trusts. He uses a unique approach to financial planning encompassing asset management, protection planning, estate planning, and specific goal planning to develop a sound financial analysis and recommendations.
Prior to joining North Pointe Wealth Management, Mr. Reardon was a financial advisor with Ameriprise Financial. During his time with Ameriprise Financial he successfully attained his Chartered Retirement Planning Counselor designation through the College for Financial Planning. Furthermore, he was an advisor coach training other financial professionals.
Mr. Reardon is a member of the Holy Cross Varsity Club and is involved with a number of other charitable organizations in the Worcester area.
Mr. Reardon, who received his Bachelor of Arts degree from The College of the Holy Cross, lives in Worcester, MA.
Keith is licensed to do business in Colorado, Florida, New York, Massachusetts, and Rhode Island.