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Keith M. Lichtcsien, CFP®, AEP®
Keith founded Resource Strategies, Inc. in 1985 and has been the President since its inception. He grew up working in a third-generation closely held family business and brings an insider’s insights to his work with successful individuals and families. In 1984, before many financial advisors knew the designation existed, Keith became a Certified Financial PlannerTM. He qualified for membership in Mensa in 1985.
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Certified Financial PlannerTM (CFP®) |
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Accredited Estate Planner (AEP®), The National Association of Estate Planners and Councils |
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Charter member, Registry of CFP® Licensed Practitioners |
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Member, Mensa |
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Member, Financial Planning Association |
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Member, Global Gift Fund |
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Member, The Estate Planning Council of Cleveland |
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Member, The Advanced Planning Network |
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Member, The Entrepreneurs’ Organization (EO) |
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Contributing author, Financial Services Times, Financial Services Week, Medical Economics and Crain’s Cleveland Business, Chagrin Valley Times and Solon Times |
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Key note speaker to lawyers and CPAs regarding estate and investment planning |
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Financial Analyst, General Electric Company |
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Securities Licenses 6, 7, 22, and 63 |
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Life, Health and Annuity Insurance Licensed |
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Cum Laude graduate of The Ohio State University with a Bachelors of Science Degree in Finance |
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Beta Gamma Sigma and Phi Alpha Kappa honors societies, The Ohio State University |
A native Ohioan, Keith lives in Solon with his wife, Teresa, and their children Sam and Meredith.
Certified Financial Planner Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and  in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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