Andrew Keefer
Chief Investment Officer at Fortiv Wealth Management
Based in Orlando, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Orlando
Industry
Financial Services
Company size
11
Contact information
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a•••••••@fortiv.com
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Background
About Andrew Keefer
Andrew Keefer joined Fortiv in 2007, after three years as an equities trader, and a year at an institutional wealth management firm. As a result of starting his investment career in the midst of a tough market decade, Andrew learned that one can never assume that investment strategies that worked well in the past will work in the future, and quickly recognized the need to be flexible and dynamic with managing investments. He brings both of these qualities to his work at Fortiv.Andrew is a CFA® charterholder.Specialties: Fortiv is a full service financial services firm with specialties in the areas of Retirement and Investment planning, business succession planning, estate planning, long term care planning, as well as employee/employer benefit packages.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners, a Registered Investment Adviser. IFP and MPC are separate entities.
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