Keith Soltis Chfc, Cltc

Managing Partner / Director Of Wealth Management President Of Summit Risk Management at Summit Financial

Keith Soltis, ChFC, CLTC has a strong background in the financial industry. Keith is currently the Managing Partner/Director of Wealth Management and President of Summit Risk Management at Summit Financial, a position they have held since January 2022. Prior to this role, Keith served as the Managing Partner/General Agent at Creative Financial Strategies from July 2016 to January 2022.

Before joining Creative Financial Strategies, Keith held the position of General Agent/Managing Partner at MassMutual from August 2009 to January 2022. Keith also worked as the Managing Partner/General Agent at Creative Financial Group from June 2009 to January 2022.

Keith's earlier work experience includes serving as the Managing Director, Registered Principal, and Financial Services Representative at MetLife Premier Client Group of New Jersey from September 2009 to June 2016, and as a Managing Associate at Creative Financial Group of NJ from September 2009 to December 2014.

Prior to these roles, Keith worked as the Director of Regional Operations at Mass Mutual Financial Group from June 2004 to September 2009 and as a Managing Associate at New England Financial from June 1996 to July 2004.

Keith Soltis, ChFC, CLTC completed their high school education at Pompton Lakes High School from 1989 to 1992. Keith then pursued their undergraduate studies at The Wharton School from 1992 to 1996, specializing in Economics.

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  • Managing Partner / Director Of Wealth Management President Of Summit Risk Management

    January, 2022 - present