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Keisha  Franzen

Keisha Franzen

Associate Retirement Plan Specialist | Charlotte Harbor, FL

Keisha started in financial services in 2016. Throughout her career, she has honed her expertise in retirement services, handling every aspect of it with diligence. With a commitment to providing exceptional customer service, Keisha has dedicated herself to helping ensure that your journey towards retirement is as seamless as possible. As a full-service point of contact, she plays a crucial role in enhancing your retirement experience. Keisha is driven by her passion for educating and sharing knowledge about retirement planning, catering to both 401(k) participants and employers.  

In pursuit of new opportunities, Keisha recently relocated from Colorado to Central Southwest Florida. Accompanied by her partner, Jet, and their lovable English Bulldog named "Mr. Bebop," Keisha is embracing this new chapter with open arms. Outside of her professional endeavors, Keisha leads an adventurous life. She is an avid skydiver, actively involved with the empowering group called Sisters in Skydiving (SIS). Apart from soaring through the skies, Keisha's interests also include traveling, attending live music and comedy performances, exploring new cuisines and cultures, and cherishing quality time with her family in Nebraska. As she settles into her new community, Keisha eagerly anticipates engaging in local activities and exploring the pristine beaches that Florida has to offer.

Education and Certifications

  • Retirement Industry Trust Association (RITA) Certification
  • Series 65 License (Pending)