Keith Gebert [Live Link]
Published on 21, Mar 2023
Keith Gebert & RightBridge: Financial Education for a Fuller Life
Keith Gebert founded his company based on a simple principle: never stop learning.
“We do more than just wealth management,” he shares. “We provide financial education to last your whole life. The more you know, the more wisely you can plan financially. We take the burden off our clients by providing expertise and experience, but we also offer full transparency by being passionate about educating them.”
RightBridge is a financial planning and wealth management company that assists affluent families in creating a plan to protect and grow their wealth, manage their tax exposure, insure potential risks, and create a legacy for their future. The company uses alternative investments, top-performing fund managers, endowment structuring, and risk mitigation strategies to build a diverse portfolio for clients. They offer personalized attention and a proactive approach to financial planning, tailoring their services to each client's specific goals and objectives using the most efficient methods available.
Keith Gebert is in the wealth management industry because he values the idea that giving leads to a greater sense of fulfillment in life. He aims to guide individuals towards a financially secure future with purpose and significance. For Gebert, wealth management is about more than just money; it's about providing peace of mind and allowing individuals to focus on what truly matters to them, such as family, personal goals, and dreams. Through wealth management, Gebert hopes to help individuals achieve financial stability and the freedom to pursue their passions.
Gebert is a seasoned financial professional with over 15 years of experience and a solid background in strategic planning. Throughout his career, he has had the privilege of consulting with some of the leading financial and retirement experts in the country. This exposure has given him a unique understanding of the industry and how other financial professionals approach retirement planning. This knowledge has inspired Keith to ensure that those he cares about and has the opportunity to work with have increased confidence in their retirement strategies. His goal is to help people plan for a secure and fulfilling retirement.
Keith Gebert holds several notable professional designations and qualifications in the financial industry. He is a Chartered Retirement Planning Counselor℠, a designation that recognizes his expertise in retirement planning. In addition, he is a member of the Financial Planning Association, which supports the development and advancement of financial planning professionals. To further his knowledge and skills, Keith has completed the Certified Investment Management Analyst (CIMA) program at the prestigious Wharton School of Business at the University of Pennsylvania. These qualifications demonstrate Keith's commitment to providing high-quality financial advice and services to his clients.
Keith Gebert has a history of achievement and service within the financial industry. He was a member of New York Life's Executive Council and was honored with one of the company's highest awards, the Life Foundation Award. In addition to his professional success, Keith is also dedicated to giving back to his community through charitable efforts. He has participated in various charity drives and is currently part of the Wish Society at the Make-A-Wish Foundation, where he has achieved the level of Wish Grantor. This recognition highlights Keith's commitment to making a positive impact in the lives of others and his dedication to serving his community.
““Wake up and love the life you live - or change it until you are in love with it,” Gebert says. “There are two things we get every day when we wake up: a chance and a choice. The choices you make after you get your chance is on you.”
RightBridge understands that every client has unique financial needs and goals. That's why the team gives each client its undivided attention, from the planning stage to execution and follow-up. “We take a proactive approach to helping clients develop a personalized strategy that addresses their specific financial goals and objectives,” Gebert says. “By using the most efficient methods available, we work to ensure that our clients have the resources and support they need to achieve their financial objectives. Our goal is to provide each client with a comprehensive and tailored plan for financial success.”
Keith Gebert was born and raised in Brooklyn, New York and later moved to New Jersey where he founded RightBridge Financial Group and RightBridge Private Capital. Gebert is a thought leader in the financial industry and has written a book, Stress-Testing Your Savings, which has been featured in Forbes' "Executive Library'' series. The series highlights business books written by experts in the Forbes Councils community. This recognition showcases Gebert's expertise and contributions to the financial industry, and demonstrates his commitment to helping individuals achieve their financial goals.
