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Keith Ellis, co-founder of SHP Financial in Plymouth, Massachusetts, is insurance licensed and has passed his Series 65 securities exam, which qualifies him to provide financial and investment advice, as well as personally manage investment portfolios as a fiduciary adviser.
Ellis is a co-host of the "Retirement Road Map" radio show, which has aired weekly for more than seven years on various local radio stations including WBZ, WRKO and WXTK. He has also been seen on local network affiliates of NBC, CBS, ABC and FOX as a guest on "The Consumer's Advocate" TV show and has appeared in several national publications such as Forbes magazine, The Wall Street Journal, USA Today and Newsweek. He is also co-author of the book "Victory: Winning in Health, Wealth & Success."
You need to know that the person you trust with your finances is required to act in your best interest.
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