Broker Check
Keith Schoenheit

Keith Schoenheit

Financial Advisor

I recently joined the group as a Financial Advisor and tax professional. I am a 2nd generation Californian and can be found hiking, playing electric bass (badly), reading or doing photography when I'm not with clients. I participate in quite a bit of charity work and have supported Meals on Wheels, the Museum of Contemporary Art and donate photographic work to a variety of charitable auctions. 

Professional Qualifications:

  • Chartered Retirement Planning Counselorâ„ 
  • Life insurance License
  • Enrolled Agent (federally licensed tax practitioner)
  • FINRA Series 7, 65
  • BA Psychology UCLA (cum laude)
  • BFA Photography from Art Center College of Design

 

Tax services are not offered through, or supervised by, The Lincoln Investment Companies.

 

CA Insurance Producer License #0H11678