Rightbridge Financial Group
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Keith Gebert

Founder

Keith Gebert is the founder of RightBridge Financial Group. He has been in the financial industry since 2006 and has a strong background in strategic planning. During his time in the industry, Keith has had the opportunity to consult with some of the top financial and retirement professionals in the nation. After peeling back the curtain of so many offices and gaining a true understanding of what other financial professionals were doing for retirees. Keith was inspired to make sure those he knows and care about and those he has the blessing to meet with also have the opportunity to have increased confidence in their retirement strategies.

Gebert, who launched his own independent firm, RightBridge Financial Group, in NYC and New Jersey after working through the ranks of prominent wealth management institutions. While building his clientele with a conservative style of investment he named (and still calls) Safe Money Planning, Gebert – positioning himself as a retirement specialist he was able to position himself as the go to advisor for income and retirement planning and was selected for the AAC Triple Crown Award, based on his prominence as one of the top advisors in the company and voted on by the Advisory Council in his previous tenure.

The strategic partnership’s Keith has forged allows RightBridge Financial to utilize all the ideas, tools and resources needed to tailor specific needs to a client’s situation. They are now able to educate, design and implement the most efficient plans that their clients need.

Keith Gebert was also a member of New York Life’s Executive Council and a member of the Million Dollar Round Table and National Ethics Association. Gebert’s ongoing community service efforts include different charities and drives. Most recently Keith partnered with the Make A Wish foundation where he is now part of the Wish Society and is currently at the Wish Grantor Level of their charitable distinctions

Our Services

Retirement Income Strategies

Financial Planning

Investment Management

Social Security Maximization

Life Insurance

Long-Term Care

Legacy Planning

IRA/401k Rollover

Medicare

Veteran Benefit Planning

Tax Services

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