William Keffer
1011 Lake Street, #406
Oak Park, Illinois 60301
United States
Oak Park, Illinois 60301
United States
Office Phone: 630-842-5609
Member since 2008
Membership Type: IACP
Profession(s)
Financial ProfessionalHourly, as-needed, independent financial planning. No product sales and no account minimums; compensated only by clients. Cost-conscious, objective approach.
Area(s) of Practice: Financial
License(s): Registered as an investment advisor with the Illinois Securities Department
Certified Financial Planner™
Certified Divorce Financial Analyst™
Professional Activities
Practice Group Leaser, Collaborative Law Institute of Illinois Collaborative Basic Training Faculty, Collaborative Law Institute of IllinioisUndergraduate Education
BA, English, Dickinson College, Carlisle, PA
Postgraduate Education
MBA, Finance, St. Joseph's University, Philadelphia, PA
Professional Education
CFP Professional Education Program, College for Financial Planning
CDFA Certification Curriculum, Institute for Divorce Financial Analysts
Chartered Financial Consultant, The American College
Chartered Life Underwriter, The American College
Comments
I have been on the Interdisciplinary Collaborative Basic Training faculty of the Collaborative Law Institute of Illinois (CLII) every year since 2012. I have served on the CLII Board of Directors from 2017-present.