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Keith Witkowski, Cpa, Cfp® Email & Phone Number

Financial Advisor at Peak Wealth Solutions at Peak Wealth Solutions
Location: Greater Cleveland, United States 7 work roles 2 schools
1 work email found @retirepeak.com 1 phone found area 216 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@retirepeak.com
Direct phone (216) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Peak Wealth Solutions
Role
Financial Advisor at Peak Wealth Solutions
Location
Greater Cleveland, United States
Company size
8 employees

Who is Keith Witkowski, Cpa, Cfp®? Overview

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Quick answer

Keith Witkowski, Cpa, Cfp® is listed as Financial Advisor at Peak Wealth Solutions at Peak Wealth Solutions, a with 8 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at retirepeak.com, phone signal with area code 216, and a matched LinkedIn profile for Keith Witkowski, Cpa, Cfp®.

Keith Witkowski, Cpa, Cfp® previously worked as Financial Advisor at Peak Wealth Solutions and Financial Planning Associate at Hw Financial Advisors. Keith Witkowski, Cpa, Cfp® holds Bachelor Of Business Administration (Bba), Accounting And Finance from Ohio University.

Company email context

Email format at Peak Wealth Solutions

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{first}@retirepeak.com
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AeroLeads found 1 current-domain work email signal for Keith Witkowski, Cpa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Keith Witkowski, Cpa, Cfp®

Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals.Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success.Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews.Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams.

Listed skills include Auditing, Financial Accounting, Financial Reporting, Accounting, and 7 others.

Current workplace

Keith Witkowski, Cpa, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Peak Wealth Solutions
Peak Wealth Solutions
Financial Advisor at Peak Wealth Solutions
pepper pike, ohio, united states
Website
retirepeak.com
Employees
8
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Company profile
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7 roles

Keith Witkowski, Cpa, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Peak Wealth Solutions

Cleveland/Akron, Ohio Area

Saving for the future and building your wealth can be much easier with a trusted guide. With experience, knowledge, a disciplined investment process and a personalized approach, our team at Peak Wealth Solutions helps you clarify, define and achieve your vision for the future. We help you determine where you are today, where you want to be in the future and the roadmap to connect the two.As part of our Retirement Journey process, we provide local, in-person advice and guidance throughout your retirement journey, working alongside you to help you achieve retirement success.Peak Wealth Solutions, Inc. is an SEC Registered Investment Advisory firm. Securities, when offered, are through Osaic member FINRA/SIPC. Peak Wealth Solutions, Inc. is a separate entity and not affiliated with Osaic.

Jan 2018 - Present

Financial Planning Associate

Hw Financial Advisors

Cleveland/Akron, Ohio Area

Apr 2015 - Jan 2018

Contract Analyst

Carefusion

Greater San Diego Area

Feb 2013 - Mar 2015

Sr. Accountant, Revenue Recognition

Carefusion

Greater San Diego Area

• Verified and performed analytics relating to revenue, costs of goods sold, deferred revenue and receivables• Created work instructions and improved processes, adding value and transparency to reconciliations and analytics• Prepared financial reporting of Canadian Pyxis business• Supported financial system conversion to SAP: transferred and validated data, established processes and tested functionality

Sep 2010 - Feb 2013

Sr. Accountant, External Reporting & Technical Accounting

Carefusion

San Diego

• Researched and applied accounting pronouncements in preparation of financial statements and disclosures• Supported production of SEC Form 10, S-1, S-4, earnings releases, and annual and quarterly reports• Collaborated with operating groups and auditors in gathering and verifying financials for SEC reporting

Apr 2009 - Sep 2010

Auditor

Cohnreznick Llp

Greater San Diego Area

• Audited and reviewed Bio Tech, REIT, Software Development and Internet Service companies• Audited Not-for-Profits, A133's, and Employee Benefit Plans• Completed physical inventory audits in the Bio Tech, Retail and Aviation sectors

Nov 2007 - Apr 2009

Auditor

Pwc

Cleveland/Akron, Ohio Area

• Audited Consumer, Industrial Products, Financial, Public and Privately Held Companies• Performed SOX 404 testing to assess the effectiveness of internal controls over financial reporting

Sep 2006 - Oct 2007
Team & coworkers

Colleagues at Peak Wealth Solutions

Other employees you can reach at retirepeak.com. View company contacts for 8 employees →

GG Greg Gromek Greg Gromek Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States View → LM Linda Mengelkamp Linda Mengelkamp Colleague at Peak Wealth SolutionsBeachwood, Ohio, United States View → KS Katie Semproch Katie Semproch Colleague at Peak Wealth SolutionsStrongsville, Ohio, United States View → DP David P. Kocsis, Aif David P. Kocsis, Aif Colleague at Peak Wealth SolutionsGreater Cleveland, United States View → SV Sarah Vale Sarah Vale Colleague at Peak Wealth SolutionsGreater Cleveland, United States View →
2 education records

Keith Witkowski, Cpa, Cfp® education

Bachelor Of Business Administration (Bba), Accounting And Finance

Ohio University

Activities and Societies: Delta Sigma Pi (professional business fraternity), Ohio University Venture Creation Course, Global.

Education record

Brecksville-Broadview Heights High School
FAQ

Frequently asked questions about Keith Witkowski, Cpa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Keith Witkowski, Cpa, Cfp® work for?

Keith Witkowski, Cpa, Cfp® works for Peak Wealth Solutions.

What is Keith Witkowski, Cpa, Cfp®'s role at Peak Wealth Solutions?

Keith Witkowski, Cpa, Cfp® is listed as Financial Advisor at Peak Wealth Solutions at Peak Wealth Solutions.

What is Keith Witkowski, Cpa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @retirepeak.com for Keith Witkowski, Cpa, Cfp® at Peak Wealth Solutions.

What is Keith Witkowski, Cpa, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 216 for Keith Witkowski, Cpa, Cfp® at Peak Wealth Solutions.

Where is Keith Witkowski, Cpa, Cfp® based?

Keith Witkowski, Cpa, Cfp® is based in Greater Cleveland, United States while working with Peak Wealth Solutions.

What companies has Keith Witkowski, Cpa, Cfp® worked for?

Keith Witkowski, Cpa, Cfp® has worked for Peak Wealth Solutions, Hw Financial Advisors, Carefusion, Cohnreznick Llp, and Pwc.

Who are Keith Witkowski, Cpa, Cfp®'s colleagues at Peak Wealth Solutions?

Keith Witkowski, Cpa, Cfp®'s colleagues at Peak Wealth Solutions include Greg Gromek, Linda Mengelkamp, Katie Semproch, David P. Kocsis, Aif, and Sarah Vale.

How can I contact Keith Witkowski, Cpa, Cfp®?

You can use AeroLeads to view verified contact signals for Keith Witkowski, Cpa, Cfp® at Peak Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did Keith Witkowski, Cpa, Cfp® attend?

Keith Witkowski, Cpa, Cfp® holds Bachelor Of Business Administration (Bba), Accounting And Finance from Ohio University.

What skills is Keith Witkowski, Cpa, Cfp® known for?

Keith Witkowski, Cpa, Cfp® is listed with skills including Auditing, Financial Accounting, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Microsoft Excel, and Gaap.

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