Keith Piscitello is a CERTIFIED FINANCIAL PLANNER™ Professional and founder of Simply Sophisticated Wealth Planning, LLC. Keith earned his Bachelor of Arts in Business Administration and Economics from Carthage College, and his MBA in Finance from Roosevelt University. Additionally, he holds the Chartered Retirement Planning Counselor Designation from the College for Financial Planning.
Simply Sophisticated Wealth Planning LLC focuses on financial planning for seniors in transition and their adult children. They take a multidisciplinary approach, coordinating with attorneys, accountants and other professionals to identify coordination gaps and missed planning opportunities. As care needs change and parents age, simplifying and consolidation of accounts makes financial management less burdensome, mitigates risk of financial exploitation, and allows for elegant simplicity in tax, estate, insurance and investment planning.
Keith is active in the community as a volunteer with Clearbrook, Boy Scout Troop 159, teaching finance to local schools with Junior Achievement of Chicago, and as co-President of the North Suburban Estate Planning Council. You are also likely to see him running around the community as he trains to run the 2020 Bank of America Chicago Marathon as a charity runner for the Alzheimer’s Association. Keith and his wife, Jennifer have been Arlington Heights residents for nearly two decades and have raised their family in the Surrey Ridge West subdivision.
Office 773.867.3660 | Mobile 847.917.0076 | Fax 773.867.3661
Keith Piscitello is a registered representative of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Simply Sophisticated Wealth Planning LLC is not an affiliate of Lincoln Financial Advisors. CRN-3354722-120320