Who I Am
Keith Crogan is a financial advisor since 2017, specializing in Self-Directed Brokerage Accounts (SDBAs) for workplace retirement plans, with a focus on healthcare professionals and defense contractors. Driven by a passion for alternative investments, he works extensively with accredited investors nationwide, with a client base concentrated in California, Florida, and the New England region. Before entering finance, Keith was a scientist for a Navy contractor and previously interned at NASA’s Goddard Space Flight Center.
Specialization
Healthcare, Defense Contractors, and Accredited Investors
Hobbies
Worked at NASA Goddard Space Flight Center Lived in FL, CA, NH, ME, and DC in the past 10 years
My Commitment
I am dedicated to taking the excess risk and guesswork out of your portfolio so your retirement strategy is built on clarity, not chance. My approach creates structure and routine in your financial planning, giving you confidence in every step toward your goals. I strive to remain approachable and relatable, ensuring that you always feel understood, supported, and empowered in your financial journey.
Favorite Books, Mottos, Quotes
To know and not to do, is not to know.
Other Info
State: Maine (ME)
Date Joined: 8/8/2023
