Robert C. Keating
Senior Wealth Advisor - WealthPlan Partners
Robert Keating has been serving clients as an Investment Professional for the last 23 years. Prior to joining WealthPlan Partners he spent 15 years with Fidelity Investments overseeing a practice that measured nearly $2 billion in AUA. Robert manages his practice with a consultative approach and has always made his clients priorities the focus of his financial plans. He cares deeply for his clients and his move to an independent channel will allow him to better serve his clients without the constraints of a large corporate structure.
Mr. Keating joined WealthPlan Partners in September of 2018 and brings with him a tremendous breadth of experience and deep planning knowledge. As a Senior Wealth Advisor Mr. Keating will provide Financial Planning and Wealth Management services for Individuals, Families, and Organizations.
Certificates/Registrations/Designations/Licenses
FINRA series 7, 63, 66, State of NY Life & Health Insurance license *
* Securities registrations held with Securities America.
** Financial Planning offered through WealthPLAN Partners, a registered Investment Advisor and separate entity from Securities America.
Home Office:
WealthPlan Partners
89 Headquarters Plaza North, Suite 1443
Morristown, NJ 07960
Phone: 646.648.0244