Keith Bohm, CLU®

Keith Bohm, CLU®

Financial Representative, Registered Representative

Phone: (314) 800-1155
Fax: (314) 800-1166
E-mail:

Keith entered the insurance industry in 1980 as an agent with Penn Mutual. Shortly thereafter he joined Edwin R. Cohen & Associates in St. Louis, a general agency of Central Life Assurance (now Aviva Life). Over 13 years, Keith earned many company and industry awards, and was known locally for his experience in tax-deferred products. Keith specialized in personal estate planning, and small business planning. He earned the Chartered Life Underwriter® (CLU®) designation from the American College, Keith then became a Financial Representative with John Hancock. After leaving the business for several years to pursue other business interests, Keith has returned to his true passion: helping people attain their financial goals. "Working with people, helping them identify their short and long term financial goals, and putting plans into action that will help attain those goals are what drives me to work hard for my clients.

Keith is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform available exclusively to Guardian clients.  The LBS brings four critical domains together; assets, protection, liabilities and cash flow. This creates a wide angle view in order to “stress test” all products and strategies.

Keith is married to Jeanne for 13 years, has two grown children and two stepchildren. Keith and Jeanne also have 3 rescue dogs.

Keith is insurance and securities licensed in Missouri.

 

Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004, 1-888-600-4667.  Securities products and services offered through PAS. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is an indirect wholly owned subsidiary of Guardian. Westward Financial Strrategies, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

 

Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstance.

 

The Living Balance Sheet ® and the Living Balance Sheet ® Logo, are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
© Copyright 2005-2010, The Guardian Life Insurance Company of America

 

GEAR 2011-6523