Keith Berry C(k)P®, AIF®, CPFA®
Keith Berry is a partner and senior retirement plan consultant for M3 Financial. M3 Financial is a team of consultants servicing a diverse group of retirement plan clients, focusing on employer support and employee retirement readiness for small to medium sized companies.
As a senior retirement plan consultant, Berry has a deep understanding of retirement plans, fiduciary obligations, and the regulatory environments. He provides guidance and makes adjustments on plan design based on the needs and goals of his clients.
- Earned Bachelor of Science degree in business management from University of Phoenix
- Began financial services career in 1997
- Gained relevant experience through financial and investment advisory roles at The Standard, Principal Financial, Robert W. Baird, and Strong Capital Management
- Joined M3 in 2013
Investment advisory services offered through M3 Financial, a registered investment advisor and separate entity from M3 Insurance.
- Licensed investment advisory representative
- Certified 401(k) Professional (C(k)P®)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA®)