Eric Keating Email
Wealth Advisor @ Willow Creek Wealth Management
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Eric Keating Location
- Sebastopol, CA, US
Eric Keating Work
- 2022 -now Wealth Advisor @
- 2019 -2022 Wealth Advisor @
- 2019 -2022 Associate Wealth Advisor @
- 2008 -2018 Owner and Founder @ Keating Wines
- 2006 -2008 Tasting Room Manager @ VJB
- 2002 -2005 Institutional Stock Trader @ First Albany
- 1997 -2001 Institutional Stock Trader @
Eric Keating Education
- Santa Clara University
CFP through Dalton Education (passed July 2017) (Certified Financial Planner)
2016-2017 - Santa Clara University Leavey School of Business
Finance
1993-1997
Eric Keating Summary
- Eric Keating, based in Sebastopol, CA, US, is currently a Wealth Advisor at Willow Creek Wealth Management. Eric Keating brings experience from previous roles at JDH Wealth Management, Keating Wines and VJB. Eric Keating holds a 2016 - 2017 CFP through Dalton Education (passed July 2017) in Certified Financial Planner @ Santa Clara University. Eric Keating has 1 emails on RocketReach.
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Top Willow Creek Wealth Management Employees
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Santa Rosa, CA, US
Joey Bakalian
owner
College Station, TX, US
Anthea McDonald-Abbott
Senior Client Service Associate
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Claire Pollock
Client Service Support Associate
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Eric Keating
Wealth Advisor
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Bruce Dzieza
Chairman of the Board
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