William Keffer Email & Phone Number

CFP®, ChFC, CLU, EA @ Keffer Financial Planning

5 free lookup(s).

William Keffer Location

Wheaton, IL, US

William Keffer Work

2007 - now CFP®, ChFC, CLU, EA @ Keffer Financial Planning
2005 - 2007 Financial Advisor @ Morgan Stanley
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Vice President @ North American Company for Life and Health Insurance

1976 - 2002 Senior Vice President @ AIG American General
1995 - 1998 Senior Vice President, Chief Marketing Officer and Product Manager @ USLIFE Agency Services
1985 - 1995 Vice President @ USLIFE Agency Services
1984 - 1985 Director of Sales- Financial Institutions @ American Health and Life Insurance Company
1976 - 1984 Field Vice President and Sales Representative @ Security of America Life Insurance Company

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William Keffer Education

CFP® College for Financial Planning
MS-Personal Financial Planning (Personal Financial Planning)
2019
St. Joseph's University
MBA (Finance)
1987 - 1991
Dickinson College
Bachelor's Degree (English)
1970 - 1975

College for Financial Planning
Certificate (CFP Curriculum)

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William Keffer Skills

Financial Advisory
Banking
Financial Planners

Public Speaking
Insurance
Retirement Planning
Sales
Financial Planning
Start Ups
Investments

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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 MS-Personal Financial Planning in Personal Financial Planning @ CFP® College for Financial Planning. With a robust skill set that includes Financial Advisory, Banking, Financial Planners, Public Speaking, Insurance and more. William Keffer has 1 emails and 2 mobile phone numbers on RocketReach.

William Keffer Emails

Found 1 emails

@northamericancompany.com

William Keffer Phone Numbers

Found 3 phone numbers

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