Keith Soltis

Our Team

Creative Financial Strategies, LLC has several offices conveniently located throughout New Jersey with a team of Representatives and Professionals ready to assist you with all your financial objectives.

Management Team

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Keith Soltis, CLTC

  • Managing Partner 

  • Registered Principal

Phone: (732) 751-3007 | Fax: (732) 751-3099
E-mail: ksoltis@financialguide.com

  • Leaders Conference Qualifier (2000-2017): An honor given by the corporation every year to Financial Services Representatives who have effectively shown their capacity to draw in, nurture, and keep clients by attending to their financial security needs.

Keith's duties as a Senior Partner at Creative Financial Strategies involve building and overseeing his wealth management team. Additionally, he is essential to each agent's professional growth, promotion, and training. One of the biggest and most reputable planning companies in the area is CFS.

Keith first entered the industry with New England Financial in 1996 as a Financial Representative. He quickly established himself as one of the firm’s top financial representatives, receiving the firms Future’s Associate of the Year in 1997 and qualifying for NEF’s Leaders Association, and the Million Dollar roundtable (M.D.R.T.), the benchmark for success in the life insurance industry.

In 1998, Keith was promoted to Sales Manager. He built a team of over 30 financial professionals who worked together to serve their clients in a team-based approach. As a manager, Keith has qualified for NEF’s Top Recruiters Conference in 1999-20004 and Agency Builders Conference 1999-2004 with total unit production over $1 million. In 2005-2008 Keith qualified for the New England Financial Leaders Conference and Management Council.

He was honored with the Edward K. Leaton Firm Development Award in 2003. Additionally, he was nominated for the national New England Financial Managing Associate of the Year Award in 2001-2004 for his exceptional role in management.

Keith has spent more than 15 years learning, applying, and imparting economic and personal financial principles. To design and coordinate their financial strategy, he has worked with businesses, business owners, corporate executives, accountants, lawyers, professional athletes, entertainers, labor unions, governments, and nonprofit groups.

Keith Soltis earned a Bachelor of Science in Economics with a focus in Entrepreneurial Management and Finance from the University of Pennsylvania's Wharton School of Business. In two Ivy League championship teams, he was a linebacker. He participates actively in the Wharton Alumni Association and belongs to the NYC Penn Club. Keith belongs to both the NYCAIFA and the Monmouth County NAIFA chapters. In New Jersey's Monmouth County, Keith, his wife Barbara, and their kid call that place home. "Ivy League Weath Secrets," a 2012 publication by Keith, is his work. He frequently speaks in public about personal finance-related topics. For speaking engagements or training courses, contact Keith at KSoltis@financialguide.com.