LPL Registered Principal & Investment Advisor Representative
Keith Dorson brings almost 30 years of experience to his firm, Wise World Investment Planning. He has experience with stocks, bonds (Corporate, Federal & State, and Municipal), mutual funds, CDs, REITs, and a wide range of investment ideas, products and services. He has a particular focus on covering the four topics of estate planning, tax planning, risk management and investment planning, considering these the foundations of financial wellbeing. Keith emphasizes working with his clients on their entire financial picture, helping them to catch and correct potential pitfalls before they become problems.
He holds his Master of Business Administration from the University of Phoenix and is a graduate of California State Polytechnic University with a major in Specialized Communication and a minor in Management and Human Resources. Keith offers over fifteen years of experience in management communications and has offered his expertise in the areas of team-building, time management, communications, entrepreneurial development and change management. Through research and extended studies, he has sought to develop new ways to improve the working environment by creating healthier communication processes and practices.
Keith spends his free time with his adored wife Kathleen, traveling whenever possible and experiencing the world.
He is also learning to fly his own helicopter, enjoying the process and scouting wild horses from the air as he travels over the salt river.
He also loves playing team games and interacting with new friends from around the world online.