Keith Dorson

Keith Dorson is a seasoned professional with extensive experience in wealth management, business coaching, and education. Since July 1996, Keith has served as the Managing Member of Wise World Investment Planning, focusing on comprehensive wealth management. Additionally, Keith co-manages Win Win Fire Teams, LLC, providing business coaching to help clients achieve and integrate their goals. As a member of the Estate Planning Team since October 2020, Keith collaborates with tax attorneys and advisors to assist clients with business transitions. Keith is also an active Fellow and President of BNI since 2011 and previously taught various courses at the University of Phoenix from 1990 to 2003. Educational credentials include an MBA in Change Management from the University of Phoenix and a degree in Specialized Communications from California State Polytechnic University-Pomona. Keith's career began as a Registered Representative at Edward Jones from 1994 to 1996.