Eric Keating, Cfp® Chsnc®

Eric Keating, Cfp® Chsnc® Email and Phone Number

Wealth Advisor @ Willow Creek Wealth Management
sebastopol, california, united states
Eric Keating, Cfp® Chsnc®'s Location
Sebastopol, California, United States, United States
About Eric Keating, Cfp® Chsnc®

Eric Keating, Cfp® Chsnc® is a Wealth Advisor at Willow Creek Wealth Management.

Eric Keating, Cfp® Chsnc®'s Current Company Details
Willow Creek Wealth Management

Willow Creek Wealth Management

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Wealth Advisor
sebastopol, california, united states
Website:
willowcreekwealth.com
Employees:
21
Eric Keating, Cfp® Chsnc® Work Experience Details
  • Willow Creek Wealth Management
    Wealth Advisor
    Willow Creek Wealth Management Jun 2022 - Present
    Sebastopol, California, United States
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  • Jdh Wealth Management
    Wealth Advisor
    Jdh Wealth Management Jan 2019 - Jun 2022
    View
  • Jdh Wealth Management
    Associate Wealth Advisor
    Jdh Wealth Management Jan 2019 - Jan 2022
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  • Keating Wines
    Owner/Founder
    Keating Wines Jul 2008 - Jun 2018
    I formed Keating Wines as an ultra-premium, small production winery specializing in, but not limited to, high end Bordeaux varieties. Keating Wines was founded in 2006. I then opened a tasting room in the Carneros region of Sonoma in 2010. Annual production was roughly 1,200 cases. Despite a successful launch and dedicated customers, I decided to close the business in order to get back to my financial roots and eventually achieve a more consistent working schedule.
  • Vjb
    Tasting Room Manager
    Vjb Dec 2006 - Aug 2008
  • First Albany
    Institutional Stock Trader
    First Albany Jan 2002 - Nov 2005
  • Hambrecht & Quist
    Institutional Stock Trader
    Hambrecht & Quist Sep 1997 - Sep 2001
    View

Eric Keating, Cfp® Chsnc® Education Details

Frequently Asked Questions about Eric Keating, Cfp® Chsnc®

What company does Eric Keating, Cfp® Chsnc® work for?

Eric Keating, Cfp® Chsnc® works for Willow Creek Wealth Management

What is Eric Keating, Cfp® Chsnc®'s role at the current company?

Eric Keating, Cfp® Chsnc®'s current role is Wealth Advisor.

What schools did Eric Keating, Cfp® Chsnc® attend?

Eric Keating, Cfp® Chsnc® attended Santa Clara University, Santa Clara University Leavey School Of Business.

Who are Eric Keating, Cfp® Chsnc®'s colleagues?

Eric Keating, Cfp® Chsnc®'s colleagues are Nancy Spallino, Fpqp™, Dylan Sosa, Joey Bakalian, Griffin Sheehy, Jardena Singh, Maddie Ellingson, Rawson Gulick, Cfp®.

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