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

Planning Specialties

Mark is a partner at Willow Creek and serves as a key member to the firm’s Investment Committee. He has broad investment management and financial planning experience, and is an expert in portfolio design and implementation. Mark's wealth management knowledge and experience provides Willow Creek clients the comfort of knowing their portfolios are designed and managed with tax saving and estate planning strategies in mind, and always with the intent of helping the client reach their financial goals with the least resistance.

Mark is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as an Accredited Estate Planner®. He is a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors. He earned his BS in Accounting from Santa Clara University and completed his CFP® coursework at Golden Gate University. His 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.

Additional Information

Mark is a CERTIFIED FINANCIAL PLANNER which gives him background in taxation, insurance, retirement planning, and estate planning. He has has been in the financial services industry since 2000 working as an investment advisor and as an institutional equity trader. He obtained his bachelor's degree in accounting from Santa Clara University.

NAPFA Start Date

September 22, 2009

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This Office

825 Gravenstein Hwy N Ste 5 Sebastopol, CA 95472-2844 Phone: (707) 829-1146 Fax: (707) 829-0111