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Gisle G. Sorli, CKA®, CFP®

Wealth Advisor
Keel Point, LLC


LinkedIn


Areas of Concentration

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Small Business Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Wealth Management, Wealth Transfer, Wills and Trusts, Women's Finances

Office Location

Keel Point, LLC
8065 Leesburg Pike
Suite 300
Vienna, VA 22182

Description

We are committed to helping families align their resources with their family mission. We act as a guide for the family on their financial journey, assembling good counsel around them to facilitate wise decision making.

Through our consultative stewardship process, we help direct the efforts of all professionals working with the family in an objective, coordinated, and consultative manner. Through this consultative stewardship process, we align objectives among the professionals, avoid costly mistakes, and ultimately achieve the family`s objectives.



Licensed in these states: CA, FL, GA, HI, MA, NC, SC, TN, VA

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