Bill received Certification as a CERTIFIED FINANCIAL PLANNER™ professional from the College of Financial Planning in Denver in 1990, received his Chartered Financial Consultant degree from the American College in 1984, received his Chartered Life Underwriter degree from the American College in 1978 and received his Associate Degree in Insurance and Financial Planning from Northwest Missouri State in 1977.
He has been a featured speaker throughout the country on such subjects as; Managing your Money, Estate Planning, Financial Planning, Retirement Planning, Legacy Planning, Charitable Giving, Selling your Business, and Protecting yourself against a Financial Crisis. His most recent venture is a program called “Why a Legacy is more than Money”.
As a registered investment advisor representative, Bill assists clients in goal setting, asset allocation, investment management, tax and cash flow planning, and estate planning. Bill has held his insurance licenses since 1960, his general securities licenses since 1968 and in 1984 became a registered principal and in 1988 a registered options principal.
After serving clients for over 50 years, Bill now dedicates his time in helping clients navigate through all of Life’s Transitions with a passion of helping families through the ultimate transition of life and helping record histories of their families for future generations.
Bill is Branch Manager for The Strategic Financial Alliance, Inc., Member FINRA/SIPC, a Broker Dealer and Registered Investment Advisor serving independent Financial Planners throughout the country. His group of 15 investment professionals provides services in all areas of Investments, Advisory Services and Financial Planning.
Bill and his wife are parents of 6 married children, grandparents to 19 and great grandparents to 9 children. He belongs to The Financial Planning Association and is active in community affairs. He is an Ordained Deacon for the Archdiocese of Atlanta, serving at St Peter Chanel Church in Roswell.
Bill’s E-mail: Bill@mykeenadvisor.com
Direct Phone: (770) 274-6492 ext. 102