Keith Chatel
Investment Advisory Representative | Retirement Specialist
Advisor Profile
Clarity & Confidence for Your Retirement
Keith A. Chatel, CRPC™, APMA® is an experienced retirement planner who helps pre-retirees and retirees make confident, informed financial decisions before and throughout retirement. With more than two decades in financial services, Keith is known for translating complex planning issues into clear, practical strategies tailored to each client’s goals, priorities, and long-term vision.
Keith began his career in the insurance industry, where he developed a strong foundation in risk protection and asset preservation before expanding into comprehensive retirement planning. Today, he brings together investment strategy, income planning, tax-aware guidance, and insurance solutions to help clients build retirement plans designed for both growth and protection.
His planning services include retirement income planning, Social Security and Medicare planning, tax-efficient strategies, portfolio risk analysis, investment management, legacy planning, and integrated insurance planning. By coordinating these areas into a cohesive strategy, Keith helps clients pursue clarity, stability, and long-term confidence in retirement.
Before joining Lebenthal Global Advisors, Keith gained broad wealth management experience through roles with respected financial services firms including Goldman Sachs, American Portfolios, and USA Financial Securities. This diverse background gives him perspective across financial markets, planning strategies, risk management, and client service best practices.
Keith holds the Chartered Retirement Planning Counselor™ (CRPC™) and Accredited Portfolio Management Advisor™ (APMA®) designations from the College for Financial Planning, reflecting his commitment to professional excellence and ongoing education. He is committed to building long-term relationships grounded in trust, transparency, education, and clear communication—helping clients feel prepared and confident at every stage of retirement.
If you are approaching retirement or already retired and want a coordinated plan for your financial future, Keith welcomes the opportunity to help you build a retirement strategy designed for clarity, confidence, and long-term peace of mind.
Comprehensive Retirement Planning Solutions
Retirement Income Planning
Create sustainable, reliable income strategies designed to support your lifestyle throughout retirement.
Tax-Efficient Planning
Implement strategies to help reduce tax burdens and improve long-term financial efficiency.
Investment & Portfolio Management
Ongoing, disciplined investment management aligned with your goals, time horizon, and risk tolerance.
Risk & Insurance Planning
Protect your financial future with strategies that address healthcare costs, income protection, and unexpected events.
Social Security & Medicare Planning
Maximize your benefits and make informed decisions to avoid costly mistakes and coverage gaps.
Legacy, Family & Education Planning
Structure your assets to support future generations, while addressing college planning and broader family financial goals.
Investment advisory services offered through Lebenthal Global Advisors, LLC headquartered at 200 Parkway Drive South, Suite #200, Hauppauge NY 11788
Lebenthal Global Advisors, LLC is a SEC Registered Investment Advisor. Information about the qualifications and business practices of Lebenthal Global Advisors LLC is available on the SEC’s website at www.advisorinfo.sec.gov.
