Keith Cuomo

A self-starter with a strong entrepreneurial background, Keith thrives on helping business owners achieve their financial goals.

After graduating Siena College with a degree in finance and a minor in accounting, Keith cut his teeth on Wall Street. He transitioned from working as a clerk for a trading firm to becoming a stockbroker, and ultimately founded two successful businesses. Premier Dry Cleaners, a dry-cleaning chain that grew to encompass 8 stores over 12 years and All Island Food Distribution. These experiences instilled in Keith an understanding of the challenges and rewards of business ownership. He leverages the combined knowledge of a business owner and financial professional to provide strong retirement planning and wealth management advice to other business owners. He understands the unique needs of business owners because he’s walked in their shoes. Keith is passionate about helping them avoid the pitfalls he encountered and guiding them towards financial security. Keith holds Series 6, 62, 63, and 65 licenses and is currently finalizing his RICP certification. When he’s not working, he enjoys staying active with his wife Kristina, a teacher, and their two children, Morgan and Matthew. The family enjoys traveling, with past adventures including the Dominican Republic, Disney World, and Crystal Springs in New Jersey.