Mark Keating

Mark Keating, CFP® AEP®
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

Mark’s wealth management know-how is put to good use at Willow Creek as he works with clients to address their investment, tax-planning and estate-planning goals, so they can advance efficiently toward their financial aspirations. Mark also brings his fascination with portfolio design and financial planning processes into play as a member of our investment committee.

Mark’s 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. He earned his bachelor’s degree in accounting from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™ professional as well as an Accredited Estate Planner®. Mark is 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: Mark is a native of Santa Rosa and lives there with his family. He enjoys mountain biking, surfing, and coaching youth sports.

Read the latest from Mark

When unexpected things happen to your business: Continuity planning for the coronavirus era

A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]

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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 […]

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Estate planning for your digital life

With so much of our financial and personal information now online, estate plans must address the fact that our digital selves will outlast our human selves. Loved ones left with the unpleasant task of navigating and penetrating the digital maze can inherit a complicated puzzle. Your online banking account, email accounts, Facebook page and even […]

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