Financial Planner@ Capital Strategies, Beyond Wealth 
Albuquerque, New Mexico, United States
Keith Padilla, CFP®
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The University of New Mexico
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FlashIntel GPTKeith Padilla, CFP(r) is a highly experienced financial planner with 15.6 years of work experience. He specializes in retirement planning, financial risk management, and business planning. Based in Albuquerque, New Mexico, Keith provides comprehensive financial needs analysis through a network of experienced professionals. He offers advisory services, retirement analysis, estate strategies, employee benefit and retention services, and business continuation strategies. Keith is licensed to sell insurance in various states, including NM, TX, CO, NV, OH, TN, VA, and securities in AZ, CA, CO, OH, TN, VA. He is a registered representative of MML Investors Services, LLC and is a member of SIPC.
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Emails and Phone Numbers
About
I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I am licensed to sell insurance in: NM, TX, CO, NV, OH, TN, VA and securities in: NM, TX, AZ, CA, CO, OH, TN, VA. I am a registered representative of and offer securities and investment advisory services financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane Suite 250 Austin, TX 78746. Supervisory Phone: (512) 346-6020. MassMutual refers to Massachusetts Mutual Life Insurance Company.
...See MoreWork Experience
Financial Planner
Financial Services
Keith Padilla, CFP®'s Professional Milestones
- Financial Planner (2008-03-01~): Developed financial strategies and streamlined processes for enhanced efficiency and cost savings.
- Financial Planner (2008-03-01~): Creating comprehensive financial plans to support sustainable growth in clients.
Education
Finance,
General
2002-2007Skill
Retirement Planning
Financial Services
Financial Planning
Business Planning
Financial Risk Management
Certification
Colleagues
Amy Holt
assistant to todd e holt ceo capital strategies
Frank Marra III, CLTC
senior vice president at capital strategies
John A. Brescia, Jr. CPA, MBA, ChFC
Owner And President
Darren Scrimpshire
president at capital strategies beyond wealth
Michael Priede
Chief Executive Officer
Other Named Keith Padilla, CFP®
Frequently asked questions
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Keith Padilla, CFP®'s social media include: Linkedin,
Keith Padilla, CFP® works for Capital Strategies, Beyond Wealth
Keith Padilla, CFP®'s role in Capital Strategies, Beyond Wealth is Financial Planner
Keith Padilla, CFP® works in the industry of Financial Services
Keith Padilla, CFP®'s colleagues are Amy Holt,Frank Marra III, CLTC,John A. Brescia, Jr. CPA, MBA, ChFC
Keith Padilla, CFP®'s latest job experience is Financial Planner at Capital Strategies, Beyond Wealth
Keith Padilla, CFP®'s latest education in The University of New Mexico
