James M. O'Keefe,  CFP<sup>&reg;</sup> - Financial Advisor

James M. O'Keefe, CFP®

Cetera Advisor Networks

38 Sagitta Way
Coto De Caza, CA 92679-5102
(949) 459-1837


James O'Keefe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cetera Advisor Networks in Coto De Caza, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: ca
  • Health/disability insurance: ca
  • Fixed annuities: ca
  • Variable annuities: ca

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues


Helpful Financial Planning Resources