Keefer Pension Consulting, Inc.
Keefer Pension Consulting, Inc. (CRD# 150657) is a financial advisory firm headquartered in Marina Del Rey, CA. They manage $102,981,167 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$1,197,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Richard Kaplan (CRD# 1293454) is an Investment Advisor Representative working at Keefer Pension Consulting, Inc. in Marina Del Rey, CA and has 1 year of experience in the finance industry.
Guy Keefer (CRD# 1630892) is an Investment Advisor Representative working at Keefer Pension Consulting, Inc. in Marina Del Rey, CA and has over 23 years of experience in the finance industry. Guy Keefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.