Keith R. Sartini
Keith has been helping clients navigate the financial
markets since the late 1990's, when he began working
as a mortgage originator assisting people whose needs
ranged from individuals needing mortgages on their personal
properties to designing portfolio lending transactions
for larger investors.
Helping his clients through the mortgage process brought
about an interest in all his clients financial needs.
Keith often would dig deep into the issues to make sure
that his clients got the products that fit their needs.
After years of helping his clientele achieve their financing
goals, Keith decided to take it to the next level by
becoming licensed in the securities and insurance industries,
permitting him to assist his clients with all of their
financial needs. Keith takes tremendous pride in knowing
that at ALL times; he puts his client's interests first.
Since becoming a financial advisor, Keith has been
known for his attention to his client's needs and an
ability to create plans that have brought a great deal
of comfort and security to his clients. In 2010, he
was nominated for the Wealth Advisor of the Year for
the state of RI.
He is on the Board of Directors of the East Bay Chamber
of Commerce, and is a very active member of the Elks
in Bristol, RI. He has also been invited to be on the
Board of the Corliss Institute in Warren, RI. The Corliss
Institute is an organization that was established by
the Rockefeller family to assist in the needs for deaf
adults with disabilities.
For most of his life, Keith has been a Rhode Island
resident where he is very active in his community. He
sings and plays a multitude of musical instruments,
so you might see him playing with one of many instrumental
groups in the area. Peg and Keith have 2 wonderful children,
Corey and Ashley, and one beautiful granddaughter, Brianna.
From time to time, Keith does enjoy a round of golf
with his friends and family.
Contact:
Keith R. Sartini
Goldenroad Wealth Management
338 Metacom Ave.
Bristol RI 02809
Phone: 401-253-0500
Return to Advisor Directory
|
