Keith Corbett, CFP ®

Vice President and Financial Advisor

Keith’s experience as a Financial Advisor includes prior roles with two of the largest investment firms in the US, where he held thousands of financial planning meetings and was responsible for guiding over $700 million in client assets. Keith’s broad experience in the industry has given him a thorough understanding of the various products and services that are made available to investors through Broker-Dealers, RIAs, and Insurance Companies. Keith applies this experience to build and maintain personalized financial plans for individuals and families, always acting in the best interest of clients.

Keith’s prior work experience includes Fidelity Investments and Fisher Investments. Keith received a BS in Business Administration and Finance from the University of New Hampshire. He completed the Boston University Financial Planning Certificate Program and is a CFP®. After spending ten years living in Boston, he and his wife recently moved to the North Shore with their dog Bo to be closer to family. They are avid Boston sports fans and enjoy spending time outside in the mountains and on the seacoast.

Recently, in 2022, Keith became a Zoe Certified Financial Advisor, after passing a comprehensive vetting process that involves both qualitative and quantitative evaluation. All Zoe Advisors must be certified, experienced, and must also demonstrate that they are unbiased and transparent in their recommendations to clients. In general, this applies only to the top 5% of all advisors. 

Keith can be reached at (978) 775-1287 or keith@bluebirdwealthmanagement.com