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15520 Rockfield Blvd
Suite G
Irvine CA 92618
When working with Keith, clients will discover a trusted advisor and a values-driven professional committed to helping them navigate life’s financial complexities with clarity and purpose. His values-driven approach seamlessly integrates financial wisdom with spiritual principles, offering guidance that transcends the bottom line and aligns with the core beliefs of his clients. He is passionate about helping clients understand how their values and family stories affect their financial decisions.
Keith’s focus is legacy planning, and he has found working with business owners provides a rich source of opportunity to help them turn capital to income. His interest stems from growing up as the son of a business owner. Keith is known to tell business owners, “Nothing in business is guaranteed except that you will no longer be in business one day. So, it makes sense to protect your business value for whenever that day comes.”
This advice highlights his passion for helping business owners navigate the intricate paths of continuity, succession, and legacy planning. Keith seeks to build trust with his clients through excellent active listening skills and empathy. He demonstrates his value to clients by asking penetrating questions and understanding how to integrate advanced strategies to help business owners succeed – whether in transitioning out of the business to a family member or through an external sale.
Beyond his focus on business owners, Keith works extensively with ministers, churches, and faith-based non-profits on their financial planning needs. Keith is deeply committed to holistic financial planning for his clients and provides diverse strategies to help clients down the road of their financial journeys. As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED KINGODM ADVISOR™, he has demonstrated his commitment by staying abreast of industry trends so he can provide cutting-edge concepts and strategies to benefit his clients.
Keith is a family man with deeply rooted values that shape his own life. Married to his incredible partner, Kristen, for 17 years, they have three daughters whom they homeschool. He and his family worship at Grace Presbyterian Church in Yorba Linda, CA. They enjoy camping in the mountains and spending time at the family vacation home in Pennsylvania.
www.truelegacyfp.com
California insurance license #0M32723
Financial Advisor – Wealth Teams Alliance
15520 Rockfield Blvd, Suite G, Irvine, CA 92618