Wise World Investment Planning

Keith Dorson is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wise World Investment Planning since 2020, LPL Financial since 2019, and SagePoint Financial from 2009 to 2019. Outside of his advisory work, he serves as a notary and is involved with several non-investment-related business entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and credit services.

Marie Burns is a CFP® with 24 years of experience in financial advising. She is currently with Wise World Investment Planning and has previously worked with firms including LPL Financial, Sagepoint Financial, Waddell & Reed, and Vanguard. Outside of her advisory work, she is the author of a book on financial organization and hosts a podcast focused on financial topics. Wise World Investment Planning provides financial planning, estate-planning support, and advisory services to individuals, trusts, and corporations. The firm combines fundamental and technical analysis in its investment approach and operates without discretionary asset management or custody of client assets.