Keith Corbett, CFP®
Independent and Personalized Wealth Management
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Serving Clients Nationwide
Independent and Personalized Wealth Management
Areas of Focus
- Alternative Investments
- Budgeting
- Buying a House
- Capital Gains
- Education Funding
- Education Tax Planning
- Emergency Savings
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Health Care Planning
- Investing
- Investment Management
- Job Loss
- Money Psychology
- Prioritizing Money
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Social Security
- Taxes
About Keith Corbett, CFP®
Keith Corbett’s experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets.Keith’s broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs, and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.
Keith’s prior work experience includes Fidelity Investments and Fisher Investments.
Keith received a BS in Business Administration and Finance from the University of New Hampshire. He completed the Boston University Financial Planning Certificate Program and is a CFP®.
After spending ten years living in Boston, he and his wife recently moved to the North Shore with their dog Bo to be closer to family. They are avid Boston sports fans and enjoy spending time outside in the mountains and on the seacoast.
Recently, in 2022, Keith became a Zoe Certified Financial Advisor, after passing a comprehensive vetting process that involves both qualitative and quantitative evaluation. All Zoe Advisors must be certified, experienced, and must also demonstrate that they are unbiased and transparent in their recommendations to clients. In general, this applies only to the top 5% of all advisors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Equity Compensation Associate (ECA)
Primary Location
6 Felton Lane, West Newbury, MA 01985
Additional Locations
📍 266 Main St. Suite 19B Medfield, MA 02052
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a free consultation to discuss your questions, concerns, and any immediate financial needs you are looking to address. This will help you determine if our financial advice service is the right fit for your unique financial situation. I look forward to speaking with you.Offers Investment Management
Yes
About Bluebird Wealth Management
There is no one-size-fits-all solution when it comes to managing personal finances. Understanding the needs and preferences of each client is the most important part of our financial advice service.ABOUT US
✅ INDEPENDENT: Bluebird Wealth Management is privately owned and is not affiliated with a larger institution. We do not receive commissions or other payments from an employer or product provider. The sole focus of our advisors is to provide objective financial advice, not sell financial products.
✅ PERSONALIZED: While we adhere to our investment philosophy and disciplined investment process, we build portfolios and financial plans to fit the specific needs and preferences of our clients. Our starting point in portfolio construction is to address the goals of each portfolio and adapt our approach to meet these objectives.
✅ FIDUCIARY: As a Fiduciary, Bluebird Wealth is legally bound by the standards outlined in the Investment Advisers Act of 1940. We must always act in the best interest of our clients. Our commitment to integrity and crystal-clear transparency gives our clients peace of mind when making important financial decisions.
Education
University of New Hampshire
Hobbies and Interests
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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