William N. Keen,  CFP<sup>&reg;</sup> - Financial Advisor

William N. Keen, CFP®

ChFC, CLU

President

Keen Advisor Group

202 Abbey Court
Alpharetta, GA 30004
FINANCIAL ADVISOR'S WEBSITE
(678) 456-4049

General

William Keen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Keen Advisor Group in Alpharetta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 22, 24, 53, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources