Broker Check
Keith C. Piscitello, CFP®; CRPC®; CPFA™ MBA

Keith C. Piscitello, CFP®; CRPC®; CPFA™ MBA

Lead Financial Planner/Founder

Keith has been a trusted advisor to families with caregiving needs for over a decade. Whether an aging parent needs to transition to assisted living or a child with special needs who is approaching the age of majority, each situation is unique and requires specific and creative planning strategies to optimize expected outcomes. Independent farming families count on Keith to guide them in planning for their business, their family, their estate planning and guiding future generations to become stewards of their inherited wealth.

Keith earned his BA in business administration and economics from Carthage College and his MBA in Finance from Roosevelt University. He holds the Chartered Retirement Planning ConsultantTM (CRPC) designation from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNERTM professional. Keith holds his Series 7 and Series 66 registrations and holds state licenses for life, health, and long-term care insurance.

Current/past community involvement:

  • 2007-2022, Assistant Scoutmaster Scouts BSA Troop 159 and Merit Badge Counselor
  • 2008-Present, Classroom Volunteer, Junior Achievement of Chicago
  • 2011-2023, Volunteer for Clearbrook
  • 2013-2023, Member Northwest Suburban Estate Planning Council (2020-21, 2022-2023 Co-president)
  • 2015-2023, Member Illinois Continuity of Care, Lake/McHenry, Northwest Cook and Alpha Chapters
  • 2016-2019, Advisory Board Member Lake/Northern Cook County Junior Achievement of Chicago
  • 2019-2021, Board member, Chicago Chapter of the National Aging in Place Council
  • 2017-2019, Board Member Clearbrook Guardians
  • 2019-2023, Board Member, Arlington Heights Senior Center, Inc.
  • 2022-present, Volunteer community educator for financial planning for the Alzheimer’s Association
  • 2023-present, Member, Clive Des Moines, and Urbandale, Iowa Chambers of Commerce
  • 2023-present, Member Mid-Iowa Estate and Financial Planning Council
  • 2023-present, Member Des Moines Area Aging Consortium

Having raised their family in Arlington Heights, IL, Keith, his wife Jennifer, and their dog, Bailey have recently relocated to the Clive, Iowa to be closer to their children. Keith enjoys running (he's run 2 Marathons and numerous half marathons), golf, tennis, and throwing bags.

Schedule With Keith