I’m Keith Wren, founder and owner of CBT Planning Solutions, Inc. With 33 years of experience in the financial industry, I have built my practice on a foundational belief: true financial guidance must be deeply personal. I recognize that every client’s journey is unique; therefore, I am dedicated to gaining a comprehensive understanding of your specific goals, concerns, and aspirations. My commitment is to provide thoughtful, objective advice and long-term strategies tailored to support your lasting financial well-being.