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Keith Offel Location
Placentia, CA, US
Keith Offel Work
2011 -now Founder and President @
1995 -2011 President @ Offel Wealth Management Group
1971 -1996 Retired Air Force Lieutenant Colonel, GPS Program Manager @
Keith Offel Education
University of Oklahoma
Master's degree (Public Administration)
1981-1983
Boise State University
Bachelor's degree (Business Administration and Management, General)
1975-1977
Keith Offel Skills
Investments
Retirement Planning
Strategic Planning
Retirement
Wealth Management
Financial Advisory
Business Strategy
New Business Development
Financial Planning
Small Business
Management
Securities
Financial Services
Customer Service
Finance
Mutual Funds
Entrepreneurship
Portfolio Management
Strategic Leadership
Insurance
Risk Management
Public Speaking
Business Development
Microsoft Office
Microsoft Excel
Training
Keith Offel Summary
Keith Offel, based in Placentia, CA, US, is currently a Founder and President at StonehavenFG. Keith Offel brings experience from previous roles at Offel Wealth Management Group and StonehavenFG. Keith Offel holds a 1981 - 1983 Master's degree in Public Administration @ University of Oklahoma. With a robust skill set that includes Investments, Retirement Planning, Strategic Planning, Retirement, Wealth Management and more. Keith Offel has 2 emails and 3 mobile phone numbers on RocketReach.
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