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®
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
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Mark Keating is a NAPFA-Registered Financial AdvisorThe 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
Office Locations:
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825 Gravenstein Hwy N
Suite 5
Sebastopol, CA 95472
