Jean Keener (CFP®, CRPC®)

Jean Keener focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Keener Financial Planning is a registered investment advisory and financial planning firm. We provide as-needed financial advice to individuals at all financial levels. KFP provides comprehensive personal financial planning services with particular areas of expertise in retirement planning and women's planning issues.

Additional Information

Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future -- regardless of whether you feel like you’re on track right now or not. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. Keener Financial Planning is flexible in how we work with you, and we offer fair and transparent pricing. You can learn more about this on our website at www.KeenerFinancial.com. We’d love to have the opportunity to meet with you and see if Keener Financial Planning is a good match for you. We provide a free, no-obligation initial consultation to all potential clients. Please call to schedule an appointment. Start Planning to Live Well today. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission

NAPFA Start Date

October 28, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2626 Cole Ave , 3rd Floor Dallas, TX 75201 Phone: (817) 993-0401

Other Offices

1692 Keller Pkwy Keller, TX 76248-3702 Phone: (817) 993-0401 Fax: (817) 993-0002