About Keith
Thirty plus years of experience in my profession, numerous advanced degrees, certifications and designations has enabled me to gain a tremendous amount of wisdom. My comprehensive, disciplined approach to financial planning has helped my clients achieve the financial freedom they desire, enriched their families lives and has enabled them to fulfill their lifelong goals and aspirations.
As a fiduciary I am legally obligated to work for your best financial interests. As a CERTIFED FINANCIAL PLANNER™ Practitioner and Registered Investment Advisor with the United States Securities and Exchange Commission (SEC), I cannot recommend investments that are inappropriate for you. Unfortunately, all financial advisors such as stockbrokers, bank representatives and insurance agents are not legally bound to put you first and have conflicts of interest due to commissions.
I’ve been married for thirty-seven years, have three children, enjoy playing tennis, pickleball, play drums and am starting to learn piano. I live and work in the suburbs of New York and am active in my community.
I’ve always believed education, hard work, treating people honestly, fairly and loving what you do are the most important keys to achieving a successful career. I’ve been very fortunate in my life and treasure my role as a trusted advisor in helping people achieve their personal goals and dreams.
My experience through education and career allows me to provide you comprehensive and coordinated strategies to help you accomplish your goals.
- Master of Business Administration in Finance (M.B.A.) from New York University Graduate School of Business.
- Bachelor of Science (B.S.) in Management and Finance from New York University College of Business and Public Administration.
- CERTIFIED FINANCIAL PLANNER™ (CFP) from Adelphi University Institute of Financial Planning.
- Chartered Financial Consultant (ChFC) from The American College.
- Chartered Life Underwriter (CLU) from The American College.
- President of Complete Financial Planning, Inc.
- Registered Investment Advisor.
- Registered Representative Merrill Lynch and a member of the Merrill Lynch Executive’s Club.
It is important for you to know that no complaint has ever been filed against my company, Complete Financial Planning, Inc. or me with any professional, business or governmental investment regulatory body including the Better Business Bureau.
If you would like to verify any information here let me help you.
- Investment Advisor Status:
Complete Financial Planning, Inc. CRD#124888 - Continuing Education Requirements to Maintain CFP® and Complaints:
Keith J. Kolinsky Licensee #012562
Call Certified Financial Planner Board of Standards at 800-487-1497 - Investment Advisor Brochure – ADV Part 2 Click Here.
- Client Relationship Summary – Form CRS Click Here.
- Business Continuity Plan Summary Click Here.
