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Keith Kuzera

Earns AIF Designation

Keith Kuzera has been awarded the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program and agreement to abide by the Code of Ethics and Conduct Standards.

Kuzera is a Wealth Manager with SVA Plumb Financial, Brookfield.  With more than nine years of experience in the financial industry, he provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

 

Company:
SVA Plumb Financial
18650 W Corporate Drive, Suite 200

Brookfield, WI 53045

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