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About Bill Keffer

Keffer Financial Planning of Oak Park, Wheaton, and Chicago
Providing clarity, direction and motivation to a discerning clientele through hourly, as-needed fee-only advice
Why Work With Bill Keffer and Keffer Financial Planning?
 Bill’s Unique Philosophy:
“I believe completely in the importance of thorough financial planning and in the value of the hourly, as-needed fee-only way of providing financial advice to consumers.  Everyone deserves access to the clarity, direction and motivation that a well-crafted financial plan provides.  They should also be able to access and pay for that advice when and to the extent they feel they need it.” 

Education & Qualifications:
  • Certified Financial Planner™ (CFP®)
  • BA, English, Dickinson College
  • Masters in Business Administration (MBA), Finance, St. Joseph’s University
  • Chartered Life Underwriter (CLU™) , The American College
  • Chartered Financial Consultant (ChFC™), The American College
  • Certified Divorce Financial Analyst (CDFA™)


  • Principal- Keffer Financial Planning (2007-present)
  • USLIFE/AIG American General: Senior Vice President (1976-2002)
  • North American Company for Life & Health: Vice President (2002-2004)
  • Citigroup Smith Barney: Financial Advisor (2005-2007)
  • American Health and Life: Director of Financial Institution sales (1984-1985)

Professional Affiliations:

  • Garrett Planning Network- international affiliation of fee-only advisors dedicated to serving people from all walks of life
  • National Association of Personal Financial Advisors (NAPFA) - nationwide network of fee-only financial advisors dedicated to raising awareness regarding fiduciary standards - 2-year member, Midwest Board of Directors
  • Financial Planning Association -Member
  • Collaborative Law Institute of Illinois - Fellow, Member-Board of Directors
  • DuPage County Estate Planning Council

Personal Values / Community Involvement:

  • Resident of Oak Park
  • Father of three
  • Rotary of Central DuPage - Past President, Ambassadorial Scholarship coordinator
  • Wheaton Chamber of Commerce - Past Board member, Treasurer and Secretary

Ready to learn more?

Set up a no-cost, no-obligation Get Acquainted meeting.  After taking the time to completely understand your financial issues, we’ll provide you with a fee estimate and concise list of services. Or, call (630) 842-5609 or email Bill@KefferFinancialPlanning.com for more information.

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