Keith Wiltfong
Managing Director Chief Compliance Officer at Capstone Planning, Llc
Based in Palm Coast, United States
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Seniority
C-Team
Department
General Business & Management
Location
Palm Coast
Industry
Financial Services
Company size
3
Contact information
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k•••••••@capstoneplanning.com
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Background
About Keith Wiltfong
Keith Wiltfong, CERTIFIED FINANCIAL PLANNER™, serves as the Managing Director and Chief Compliance Officer of Capstone Planning Investments LLC. He oversees the day-to-day business operations, staff development, marketing, compliance and the overall growth of the firm.As Managing Director, he is accountable to plan and execute the firm's internal and external operational infrastructure leveraging overall growth opportunities for the firm. As Chief Compliance Officer, Keith oversees the compliance and supervisory responsibilities and is accountable for oversight ensuring that all internal policies, procedures, standards of conduct and ethical principals are adhered to relative to SEC regulations.Since the inception of Capstone Planning Investments, Keith has dedicated himself to providing clients with a comprehensive money management platform that is actively managed, results oriented, progressive and sustainable long term. He earned his MBA and Master of Science in Information Technology from the Florida Institute of Technology located in Melbourne, Florida.
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