William Keffer Email & Phone Number
CFP®, ChFC, CLU, EA
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
William Keffer Location
- Wheaton, IL, US
William Keffer Work
- CFP®, ChFC, CLU, EA @ Keffer Financial Planning (May 2007 - Present)
- Financial Advisor @ (January 2005 - April 2007)
- Vice President @ (January 2002 - January 2004)
- Senior Vice President @ AIG American General (August 1976 - December 2002)
- Senior Vice President, Chief Marketing Officer and Product Manager @ USLIFE Agency Services (January 1995 - January 1998)
- Vice President @ USLIFE Agency Services (January 1985 - January 1995)
- Director of Sales- Financial Institutions @ American Health and Life Insurance Company (January 1984 - January 1985)
- Field Vice President and Sales Representative @ Security of America Life Insurance Company (January 1976 - January 1984)
William Keffer Education
- St. Joseph's University
MBA (Finance)
1987-1991 - Dickinson College
Bachelor's Degree (English)
1970-1975 - College for Financial Planning
Certificate (CFP Curriculum)
- CFP® College for Financial Planning
MS-Personal Financial Planning (Personal Financial Planning)
William Keffer Skills
- Financial Advisory
- Banking
- Financial Planners
- Public Speaking
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Start Ups
- Investments
- Mortgage Lending
- Finance
- Financial Services
- Life Insurance
- Strategic Financial Planning
- Program Management
- Marketing
- Training
- Disability Insurance
- Small Business
- Management
- Retirement
William Keffer Summary
- William Keffer, based in Wheaton, IL, US, is currently a CFP®, ChFC, CLU, EA at Keffer Financial Planning. William Keffer brings experience from previous roles at Smith Barney, North American Company for Life and Health Insurance, AIG American General and USLIFE Agency Services. William Keffer holds a 1987 - 1991 MBA in Finance @ St. Joseph's University. With a robust skill set that includes Financial Advisory, Banking, Financial Planners, Public Speaking, Insurance and more. William Keffer has 2 mobile phone numbers on RocketReach.
Looking for a different William Keffer?
Find contact details for 700 million professionals.
Others Named William Keffer
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co