Broker Check
Keith Argo, CFP®, CLU, ChFC

Keith Argo, CFP®, CLU, ChFC

Advisor

Keith Argo began practicing in the insurance industry in 1987 and became securities licensed in 1989. He is a graduate of the University of Georgia earning a Bachelor’s Degree in Business Administration and Marketing in 1983 as well as Certified Financial Planner™ in 2010. He also earned the Chartered Life Underwriter in 1999 and Chartered Financial Consultant designations in 2004 through the American College.

In his 32 years of experience, Keith’s practice is based on developing long-term, trusting relationships with clients to help them make the most of a life's work. Focus is on financial planning solutions including protection and growth of client assets as well as personal and business estate planning.

A Georgia native, Keith lives in Cumming with his wife of 36 years, Joni. They have two married daughters, April and Katie, five granddaughters, Brianna, Raleigh, June, Blake, and Everly and one grandson named Judah. Keith is a member of Lanier Hills Church.

Keith holds S6, S22, S63 registrations with FINRA.