Keith Wiltfong, CFP®, is the Founder of Capstone Investment Management, LLC. A Yale-certified Certified Investment Management Analyst®, he focuses on holistic financial planning, providing clients with a comprehensive, actively managed, results-oriented, progressive and sustainable money management platform. He holds a Series 65 securities license as well as insurance licenses in various states.
He earned an MBA and Master of Science in Information Technology from the Florida Institute of Technology.
Keith enjoys finding balance in golf and CrossFit and spending quality time with his family. He and his wife, Deidre, along with their three children, love taking vacations together. They live in sunny Palm Coast, Fla.
Phone: 386-202-4498 | Email: keith@capstoneplanning.com | Website: https://capstoneplanning.com
