Keith Soltis
KS

Keith Soltis

Linkedin Profile
Financial Author at Ivy League Wealth Secrets | Neptune City, New Jersey, United States
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About Keith Soltis

  • Keith Soltis is a dedicated financial author and advocate for fiscal literacy, currently leading initiatives at Ivy League Wealth Secrets. His mission revolves around empowering individuals with the knowledge and tools necessary to navigate the complexities of personal finance. Recognizing the glaring gap in consumer...
    Keith Soltis is a dedicated financial author and advocate for fiscal literacy, currently leading initiatives at Ivy League Wealth Secrets. His mission revolves around empowering individuals with the knowledge and tools necessary to navigate the complexities of personal finance. Recognizing the glaring gap in consumer financial education, Keith has committed himself to creating accessible resources that demystify financial concepts and promote sound financial practices. In his role, Keith is instrumental in developing key projects that focus on enhancing financial awareness among diverse audiences. His book, "Ivy League Wealth Secrets," serves as a cornerstone of this initiative, offering insights into wealth management services, budgeting strategies, and effective financial planning. Through engaging content, he addresses essential topics such as life insurance, mortgage lending, and financial analysis, making them approachable for readers at all levels of financial literacy. With a robust skill set that includes management, small business expertise, and a deep understanding of financial services, Keith leverages his knowledge to guide individuals toward achieving their financial goals. His experience as a financial planner, coupled with his Series 63 certification, positions him as a trusted resource in the industry. By fostering a culture of financial awareness, Keith Soltis is not only transforming individual lives but also contributing to a more financially literate society. His work at Ivy League Wealth Secrets is a testament to his belief that everyone deserves the opportunity to achieve financial independence and security.
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  • Keith Soltis Work

    • Financial Author at Ivy League Wealth Secrets in November 2009 to Present
    • Author and Financial Writer at Ivy League Wealth Secrets in January 2010 to January 2010
    • Director of Regional Operations at Masss Mutual / Emerald Financial in June 2004 to September 2009
  • Keith Soltis Education

    • Pompton Lakes High School, January 1961 to January 2006
    • The Wharton School, January 1992 to January 1996
    • University of Pennsylvania, Finance, Management Wharton Business, January 1992 to January 1996
  • Keith Soltis Skills

    • Strategic Financial PlanningInsuranceLeadership
      ManagementSocial MediaBudgetsCoachingRetirement PlanningFinanceEmployee BenefitsRetirementInvestmentsCash Flow ForecastingEconomyEconomicsWealth ManagementWealth Preservation PlanningWealth AccumulationWealth Management ServicesEstate PlanningBusiness PlanningTerm Life InsuranceFinancial ServicesSmall BusinessInvestment StrategiesLife InsuranceSeries 6Mortgage LendingDisability InsuranceLong-term CareFinancial AnalysisUnderwritingPortfolio ManagementTime ManagementRisk ManagementFinancial AdvisoryFixed AnnuitiesIRAs401kWealthSeries 63Financial Planners

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  • About Keith Soltis's Current Company

  • Frequently Asked Questions about Keith Soltis

    • What is Keith Soltis email address?
      Email Keith Soltis at i***s@gmail.com and k***s@optonline.net. This email is the most updated Keith Soltis's email found in 2025.
    • What is Keith Soltis phone number?
      Keith Soltis phone number is (973) 809-1956.
    • How to contact Keith Soltis?
      To contact Keith Soltis send an email to i***s@gmail.com or k***s@optonline.net. If you want to call Keith Soltis try calling on (973) 809-1956.
    • What company does Keith Soltis work for?
      Keith Soltis works for Ivy League Wealth Secrets
    • What is Keith Soltis's role at Ivy League Wealth Secrets?
      Keith Soltis is Financial Author
    • What industry does Keith Soltis work in?
      Keith Soltis works in the Insurance industry.

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