Mark Keating

Mark Keating, CFP® AEP®
Chief Investment Officer, Managing Partner, Senior Wealth Advisor

“At heart, I am a people person and a problem solver. I truly enjoy working closely with my clients to help them achieve their goals and find the best solutions to their real-life problems. The work we do together can offer them both the confidence to live well now and in the years to come.”

JOIN DATE: 2008

CONTACT: mark@willowcreekwealth.com

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 accountingSanta Clara University 
  • CERTIFIED FINANCIAL PLANNER™ professional  
  • Accredited Estate Planner® 

Read the latest from Mark

Fire Loss Victims: Have You Been Paid What You are Owed?

Originally published in North Bay Business Journal Like so many of us in the North Bay and across California, I lost my home to wildfire. We are incredibly grateful that we lost only material things, and we were able to escape unharmed But the experience of losing our home to fire, and the resulting journey […]

Read More…

Is Your Homeowner’s Policy Adequate Today?

What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]

Read More…

Six Financial Steps When There’s a Family Death

No one can fully prepare for the death of a spouse, close family member, or dear friend. But the less we know and the less we are prepared, the more complicated dealing with financial issues that arise after a death can become. This is a subject no one wants to read about. So do me […]

Read More…

Leadership Team

Advisor Team

Operations Team

Client Service Team