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Always acting on your behalf – It’s more than a motto, it is our purpose and our promise.  As a fee-only advisory firm, we always put your interests first.  Learn more about fiduciary duty…

Mark Keating

Mark Keating, CFP® AEP®
Partner, Financial Advisor

“At heart, I am a people person and a problem solver. I truly enjoy working closely with my clients to help them achieve their goals and find the best solutions to their real-life problems. The work we do together can offer them both the confidence to live well now and in the years to come.”

JOIN DATE: 2008

CONTACT: mark@willowcreekwealth.com

Mark’s wealth management know-how is put to good use at Willow Creek as he works with clients to address their investment, tax-planning and estate-planning goals, so they can advance efficiently toward their financial aspirations. Mark also brings his fascination with portfolio design and financial planning processes into play as a member of our investment committee.

Mark’s prior experience includes positions as an investment officer with Exchange Bank’s Wealth Management division and as an institutional equity trader with Wells Fargo Securities in San Francisco. He earned his bachelor’s degree in accounting from Santa Clara University, and is a CERTIFIED FINANCIAL PLANNER™ as well as an Accredited Estate Planner®. Mark is a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.

ON A PERSONAL NOTE: Mark is a native of Santa Rosa, and lives there with his wife and three energetic sons. He enjoys surfing, and coaching youth basketball and baseball.

Read the latest from Mark

Still buying diapers? Don’t forget about college

As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]

3 ways health savings accounts help you stash cash for retirement

Many people don’t realize that a health savings account, or HSA, can be a powerful retirement savings vehicle. The reason is, from a tax perspective, the HSA is unique and offers a triple tax benefit: The money you contribute reduces your taxable income. Money within an HSA grows tax-deferred. Withdrawals are tax-free as long as […]

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