Qualifications

Joseph Trabert founded KEI Financial in 2002.  Prior to opening KEI, Joseph worked for MetLife, the largest insurance company in the world as a financial advisor.  After a successful career with MetLife, Joseph felt that he could serve his clients better if he had a broader selection of products.  As an independent advisor Joseph is not obligated to offer products from only one firm.  In fact, if you visit the company quick links page you can see the wide range of companies that are available through KEI Financial.

Joseph Trabert has a bachelor's degree in Business Administration and has continued his education on financial planning.

Joseph Trabert holds his Series 6 & 63 Securities License's and is currently registered in California, Arizona, New Jersey, New York, North Carolina, Oregon and Arkansas.

Joseph Trabert is licensed to sell insurance products in California including: Annuities, Life Insurance, Disability Insurance, and Long Term Care products.

Securities offered through Joseph T. Trabert, Registered Representative, ePLANNING Securities Inc., Member FINRA, SIPC