Mark Keating (CFP®)
Mark Keating focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Financial Planning | Investments | Retirement Planning | Tax Planning | Sustainable Investing | Charitable GivingAdditional Information
I am proud to share my wealth management know-how at Willow Creek as I work with clients to address their investment, tax-planning, and estate-planning goals, so they can advance efficiently toward their financial aspirations. I am fascinated with portfolio design and financial planning processes, and love bringing both into play as a member of our investment committee.
I enjoy working with clients saving for retirement, as well as nearing or just entering retirement. I have an exceptional interest in the markets and portfolio design, but I also am passionate about working with my clients on their financial plan and helping them meet their goals. My clients and I get the most out of the relationship when we work closely with their other trusted professionals to incorporate all aspects of their financial life when it comes to decision-making.
My prior experience includes positions as an investment officer with Exchange Bank’s Wealth Management division and as an institutional equity trader with Wells Fargo Securities in San Francisco. I am a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: I am a native of Santa Rosa and I live there with my family. I enjoy mountain biking, surfing, and coaching youth sports.
EDUCATION:
- BA in accounting, Santa Clara University
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Estate Planner®
NAPFA Start Date
September 22, 2009
Visit Website
Download vCard
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.