Keith Nowokunski, Financial Advisor located in Charlotte, NC

Financial Advisor
Keith Nowokunski

CEPA®
4500 Cameron Valley Parkway, Ste 150, Charlotte, NC 28211opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Charitable Giving

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Martial Arts
  • Karate
  • Hiking
  • Community Outreach
  • History and Museums

Team Members

  • Elisa Bailey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(704) 557-9231

Fax

(866) 462-1798

Office Address

4500 Cameron Valley Parkway
Ste 150
Charlotte, NC 28211opens in a new window

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