Keith Weiss CFP®
Partner at Weiss Financial Group, CERTIFIED FINANCIAL PLANNER® in Mahopac NY
Financial Planning for Professionals and Pre-Retirees
Helping you coordinate retirement, taxes, investments, and life decisions to maximize your Return on Life.
Helping high-earning professionals and families make thoughtful decisions about retirement, taxes, investments, and life’s biggest financial choices.
Fee-Only CFP® | Fiduciary Advice | Mahopac, NY
Keith Weiss, CFP® is a partner at Weiss Financial Group, he helps high-earning professionals and families make thoughtful decisions about retirement, taxes,
investments, and life’s biggest financial choices.
Based in Mahopac, New York, Keith works with clients across Putnam County, Westchester County, and Fairfield County, including Yorktown Heights, Somers, Katonah, Danbury and Ridgefield.
Thoughtful Financial Planning
Financial planning is not simply about investments.
It involves understanding how your financial decisions—around retirement, taxes, investments, and life transitions—fit together over time.
Thoughtful planning helps ensure your financial resources support the life you want to live.
What I Help Clients With
Financial Planning for Life’s Most Important Decisions
Financial planning is about more than investments. I help clients think through the financial decisions that shape their lives — today and in the years ahead.
4 Planning Pillars
Retirement Planning
When can I retire?
How much can I safely spend?
How should my savings be structured to support the life I want to live?
Tax Planning
Thoughtful planning to help reduce unnecessary taxes over time — including Roth strategies, withdrawal planning, and coordination across accounts.
Investment Strategy
A disciplined investment approach designed to support long-term goals rather than short-term market predictions.
Life Decision Planning
Major life choices — career changes, relocation, retirement timing — often have financial implications. I help clients evaluate these decisions with clarity.
Who I Work with
Who I Work With
I work with thoughtful individuals and families who want their financial decisions to support the life they want to live — not just maximize investment returns.
Typical Client Situations
Professionals Approaching Retirement
Individuals within 5–15 years of retirement who want clarity around when they can retire and how to structure their finances to support the life they want.
Successful Professionals in Their Peak Earning Years
People earning strong incomes who want to make thoughtful decisions around investing, taxes, and long-term planning.
Individuals Navigating Major Financial Decisions
Clients facing decisions such as changing careers, selling a business, retiring, or restructuring investments.
Keith Weiss, CFP®
Financial Planner in Mahopac, New York
Partner at Weiss Financial Group
Serving Putnam County, Westchester County, and Fairfield County
Keith Weiss CFP® 