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Jubin K
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Jubin Keyvan is a CFP® professional with 33 years of experience in the financial services industry. He is the president of Profitable Financial Strategies and has held roles at American Portfolios Financial Services and OSAIC. Keyvan also serves as a board member and treasurer for the South Florida Financial Planning Association chapter. Profitable Financial Strategies provides customized financial planning, quantitative analysis, and investment consulting to a small client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of services focused on tailored financial plans without discretionary portfolio management, and operates as a licensed insurance agency alongside its advisory activities.
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