Keith J. Schottman, Vice President of Allaire Financial Strategies, Financial Planner, is a Registered Representative of Securities America, Inc., Member, FINRA/SIPIC. Keith has over 20 years of experience in Financial Services, Banking, Insurance and Real Estate. Keith joined Patrick Allaire at Allaire Financial Strategies in 2011 with a focus of providing sound financial planning, retirement planning, distribution planning and estate planning services to individuals, families, and small businesses.
Keith assists clients in gaining a clear understanding of their financial goals, provide them a well-defined pathway for achieving those goals and gives ongoing advice to help adjust their path when needs change.
Keith has a Bachelors of Science in Business Administration with a concentration in Finance from the State University of New York at Fredonia as well as an MBA with a concentration in Finance and Entrepreneurship from the University at Buffalo.