Keith Lerner, ChFC®, CLU®

President

Office: 352-373-3000
Fax: 352-373-9887
E-mail:
 

A lifelong Florida resident, Keith Lerner founder and president of Total Planning, is married with three wonderful children. After receiving a Bachelor of Arts degree from the University of Florida in 1984, Mr. Lerner earned both his Chartered Financial Consultant and Chartered Life Underwriter designations from The American College. He also holds certificates in life insurance and financial planning. In an effort to maintain a high standard of excellence, Mr. Lerner participates in continuing education programs as well as maintaining a membership in the Society of Financial Service Professionals.

As a financial professional, Keith Lerner has been assisting veterinary clients for over 30 years to meet their insurance and financial planning needs. During this time Mr. Lerner has helped many professionas, such as lawyers and veterinarians secure the proper insurance needed to purchase their own practices. In addition he has assisted hundreds of new graduates (from U.S. and offshore vet schools) transition into the professional world. Mr. Lerner has also created and designed benefit programs for the interns, residents and board certified veterinarians of large corporate vet hospitals throughout the United States. To better serve his clients, Mr. Lerner is a frequent guest speaker at vet schools around the country. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck