Keith Stacy is a peer-reviewed author on retirement pensions, a CERTIFIED FINANCIAL PLANNER™ practitioner, and financial advocate for clients. Keith advocates for clients to fulfill on their dreams, and he aids them in seeing and correcting their financial blind spots. He views his advocacy as his fiduciary duty which essentially means he applies to his clients the golden rule, “treat people the same way you want them to treat you” (Matthew 7:12).
Originally from Houston, Keith moved to Florida at eight years old, and he was raised to love people, adventure, and learning. He could often be found spending time with friends, hiking or boating, and reading many books. As an adolescent, he began to specifically appreciate learning economics which he went on to study in college. As he was finishing college, he had the opportunity to become a financial advisor which seemed like the perfect fusion of all he had learned to love.
Right out of college, Keith spent several integral years at SmartPlan Investing where he learned the industry and grew his abilities. He serviced clients, led seminars, understood the application of academic investing, and had the privilege of equipping investors to live their purpose. He always enjoyed learning directly from the company’s owner, and he became known among his co-workers as a man who strove for precision in language and thoroughness in research.
When Keith met Leonard, Keith recognized the opportunity to serve clients more effectively and meticulously. He knew he and his clients would only benefit from Leonard’s vast knowledge and experience as well as the entire team’s culture of serving the clients.
Currently, Keith resides in the greater West Palm Beach area where he lives with his wonderful wife, Kim and daughter Gwen. They spend time serving their church, watching Western movies, travelling, and taking long walks together.