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

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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Keep Calm and Invest On (Yes, Even THIS Time)

Originally published in North Bay Business Journal When welcoming a new client to our firm, I often begin with the caveat that you will hear one piece of advice so often from me that I may sound like a broken record at times. This guidance lies at the very heart of our investment philosophy. However, […]

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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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