Advisor profile


My approach

Jeffrey Keown - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Jeffrey Keown - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Chemical Engineering, Washington State University

Interests

  • Skiing (still trying to maintain my double-black diamond capability!)
  • Enjoying the great outdoors of the Pacific Northwest. I've lived here for most of the past 50 years and I never get tired of all there is to offer right here: fishing, hunting, hiking, skiing.
  • I have two wonderful granddaughters that make me feel blessed. As many of my clients know, I get to watch one of them every Monday!

Community participation

Past Board member, Sean Humphrey House, Bellingham

Past Board Chairman, MotherBaby Center

Previous experience

  • Process and Project Engineer, Christenson/VECO Engineering, 1988-1999, Bellingham WA. Registered Professional Engineer
  • Reservoir and Production Engineer, Sohio Petroleum Co., 1982-1988, Prudhoe Bay Field, AK