Mark Keating

CFP®, AEP®

Willow Creek Wealth Management, Inc.

Chief Investment Officer, Managing Partner, Senior Wealth Advisor

Mark Keating

CFP®, AEP®

Willow Creek Wealth Management, Inc.

Chief Investment Officer, Managing Partner, Senior Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Keating, CFP®, AEP®

707-829-1146

Fee-Only financial planner located in Sebastopol, CA, serving clients locally and across the country

Meet Mark Keating

Mark Keating is a Chief Investment Officer, Managing Partner, Senior Wealth Advisor at Willow Creek Wealth Management.


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® 

Mark Keating is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Keating is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Mark Keating

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Office Locations:

  • 825 Gravenstein Hwy N
    Suite 5
    Sebastopol, CA 95472

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