Meet CBT Planning Solutions
Your Guide for the Years Ahead
CBT Planning Solutions was built on a simple idea: people deserve a trusted advisor who listens more than they talk.
Keith Wren
Founder, CBT Planning Solutions, Inc.
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.
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