BOSTON–(BUSINESS WIRE)–Bluebird Wealth Management, a rapidly-growing, independent investment advisor based in eastern Massachusetts, is excited to announce Keith P. Corbett, CFP® has joined the firm as Vice President and Financial Advisor.
“Keith Corbett is the ideal person to spearhead our Financial Planning efforts,” said Brian Sokolowski, CFA, President and CIO. “I am thrilled he is joining the firm and am confident our clients will agree. Keith’s extensive client relationship experience and financial planning approach combined with Bluebird’s unique, robust and customized investment offering is a powerful match.”
Keith brings over ten years of experience at two of the largest asset management firms in the United States – Fidelity Investments and Fisher Investments. During this time, he guided over $700 million in client assets and conducted thousands of financial planning meetings. This experience allows Keith to help clients plan for and help solve any scenario. Keith’s extensive experience across asset classes, product types and industry business models has given him a valuable perspective to ensure solutions are really in a client’s best interest.
“In a complex financial advisory marketplace, Bluebird is a refreshing alternative. I am joining Bluebird to proudly offer transparent, fee-only, fiduciary, comprehensive and independent wealth management services,” said Keith Corbett. “With rigorous and customized investment management as a foundation, I understand why Bluebird is resonating so well with its clients.”
Keith is a Certified Financial Planner® having completed the Boston University Financial Planning Certificate Program. He received a BS in Business Administration and Finance from the University of New Hampshire. 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.
About Bluebird Wealth Management: Founded in 2018, Bluebird Wealth Management is a Massachusetts-based Registered Investment Advisor delivering personalized and rigorous investment management, integrated with comprehensive financial planning, guided by experienced advisors, enabled by technology. Bluebird serves individuals, families, business owners and small institutions in the Northeast and across the US.
Bluebird does not believe Investment Management is a commodity.