Bill Keen

Background

About Bill Keen

My passion for helping people achieve financial security started when I was just 10 years old. I vividly remember sitting with my father in his apartment waiting for his unemployment check to hit the mailbox. I saw the stress and anxiety it caused him and over time, it made me want to help people protect and grow the money they worked so hard to acquire.I founded Keen Wealth Advisors, to help individuals and families plan for and live their best retirement. We work with clients from all industries, and in addition have a unique specialty in serving the engineering community. We know that a mistake made at any stage of the process can potentially endanger the retirement plan. That’s why we consider the challenges faced by engineers, such as heavy concentration in an employer’s ESOP and the potential of temporary layoffs. Our experience enables us to help clients create a plan and tailor portfolios to address each client’s specific retirement goals. As a fiduciary and a Registered Investment Advisory firm, Keen Wealth Advisors has a duty to place our clients’ interests first. We believe education is an essential part of any financial plan. We encourage you to subscribe to “Keen on Retirement,” a podcast designed to provide our listeners with a tool to stay informed and educated on key retirement and investment issues. Listen in at or subscribe on your favorite podcast channel. We have a wealth of information on our website including our blog, upcoming virtual and in-person learning opportunities and more. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey. Finally, check out the second edition of my book, Keen on Retirement: Engineering the Second Half of Your life, on Or, send me a message and I would be happy to send you a complimentary personalized copy. If you are a member of the press, I am available for interviews and love to discuss retirement planning topics. If I am not available or if you are working on a different story line – I’m sure there is someone on our team who can provide professional comments and insights. Please send an email to PR@KeenWealthAdvisors.com to discuss your opportunity.*Third-party rankings and recognitions are no guarantee of future investment results and should not be construed as an endorsement of the advisor. Opinions and comments expressed by LinkedIn Members are those of the person and do not necessarily represent those of the firm.