William Keffer (CDFA, CFP®, ChFC®, CLU, EA, MBA)

William Keffer focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • Divorce Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Medical Professionals

Planning Specialties

My practice is exclusively on an hourly basis. I focus on the needs of middle-income clients with concerns about the many priorities competing for their attention and their funds. I feel that my prior corporate career, MBA in finance, and real world experience may also position me to be helpful to clients with similar backgrounds.

Additional Information

I enjoy helping people solve important problems without the tension that goes with product sale-linked advice. The focus is on the planning issues before us and finding the best possible solutions for the challenges at hand. Personnaly, I believe I can work well with many different types of clients but share particular common ground with those who have been widowed, single parents, runners or triathletes.

My background includes an MBA and over 20 years in a corporate environment.  I have been an independent, hourly fee-only financial planner since 2008 and recently completed a second graduate degree, Master of Science in Personal Financial Planning at the College for Financial Planning.

NAPFA Start Date

June 11, 2007