About Keith T Sippy
I am focused on serving the investment needs of high net-worth clients, as well as corporations. I am responsible for designing and implementing retirement plans that help our clients to attain the retirement lifestyle they aspire.
With 29 years of experience as a financial advisor, I am able to develop customized investment strategies and advise clients with my own unique perspective in Wealth Planning. I specialize in stock and bond management for clients.
In Addition, I have been recognized for 8 years (2016-2023) in a row as a 5 Star Wealth Advisor.
I am passionate about community service and working with youth. For the past 22 years, I have been a youth sports coach here in San Diego. I currently live in Carmel Valley with my wife and 2 children.
Five Star Wealth Advisor Award:
This award was issued in 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023. The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period. https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: OR, NY, CA, ME, GA, TN, ID, WV, NC, AZ, TX, NJ, MN, FL, WA, OH, KS, IL, HI, PA, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1278864