Vice President of College Planning at Fidelity Investments
Keith Bernhardt is Vice President of College Planning at Fidelity Investments, providing financial products and guidance to help families plan for savings and investment goals throughout their lives.
In his role, Keith oversees Fidelity's college savings and planning business. This includes the firm's efforts around educating parents about savings vehicles and strategies, and managing a team dedicated to providing industry-leading products, tools and customer service to help families reach their college savings goals.
Prior to joining Fidelity in 2008, Keith had responsibilities in segment management, management consulting, and was an officer in the U.S. Navy. He earned B.S. and M.Eng. degrees in electrical engineering at Cornell University, as well as an MBA from the Kellogg Graduate School of Management at Northwestern University.
Keith's focus on saving for college doesn't end at the office – he too is saving as a proud father of two future college students.
America's Parents Get a B-Minus on Their College Savings Report Card
When we asked parents to grade their college savings progress, they gave themselves a B-minus. While there’s definitely room for improvement to bump that to an “A,” we found that many are taking steps in the right direction, with more families saving in 529 college savings plans (up 5% from 2012) and 61% having a financial plan in place to help reach college goals.