Eric Keating
CFP®
Willow Creek Wealth Management, Inc.
Wealth Advisor
Eric Keating
CFP®
Willow Creek Wealth Management, Inc.
Wealth Advisor
People initially tend to seek out an advisor when they are uncertain how to invest their money. What many people quickly realize is that to reach their life goals, comprehensive financial planning is critical. Investing is just the tip of the iceberg. This can feel overwhelming. My goal is to discover each individual’s current situation and long-term goals, and then alleviate their stress by taking the reins from there. - Eric Keating, CFP®
Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country
Eric Keating is a Sebastopol, CA fee-only financial planner. Willow Creek Wealth Management, Inc. provides comprehensive financial planning, investment management, and retirement planning to help individuals, families, and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Keating is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Eric Keating is a Wealth Advisors at Willow Creek Wealth Management.
My passion for the financial markets began in elementary school when my dad let me pick and follow stocks through the Wall Street Journal. I continued this path by majoring in finance at Santa Clara University and after graduation worked as an equities trader in San Francisco. After nearly a decade of trading stocks, I switched gears and began working in the wine industry, which soon led to the founding of my own winery in 2008. You may have even visited my tasting room in the Carneros region of Sonoma County.
Following 10 amazing years running the winery, I concluded that my real passion was helping others with their financial affairs. As I was phasing out of the wine business, I obtained my CFP certification and worked at JDH Wealth in Santa Rosa for close to four years as a wealth advisor.
I am particularly skilled in constructing, implementing, and managing investment portfolios. Other expertise includes small business planning, retirement projections, tax strategy, and special needs planning. I understand that every person's situation is different and that there are no cookie-cutter or rule-of-thumb answers. I take pride in my thoughtful and analytical approach to financial planning and look forward to making a difference in every client engagement I have.
ON A PERSONAL NOTE: I grew up in Santa Rosa and currently live there with my wife and two sons. When I am not spending time with them, you might find me on a golf course, wine tasting, or attending a sporting event.
EDUCATION:
- BS Finance, Santa Clara University
- CERTIFIED FINANCIAL PLANNER™ professional
Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.
At Willow Creek Wealth Management, our mission is to help you make the most out of your financial resources. Your wealth provides you with options. We will advise you on choosing the best ones. As a fee-only Registered Investment Advisor, we act on your behalf in a fiduciary manner so our only interest is that you meet your most important goals.
We believe strongly in taking a structured approach to creating and maintaining your financial plan in conjunction with disciplined investment management. Our professionals will help you identify and manage the risks and opportunities that are relevant to your unique goals, circumstances and objectives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Eric Keating is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Eric Keating
Office Locations:
-
825 Gravenstein Hwy N.
Suite #5
Sebastopol, CA 95472
