Keenan H. Pool, Cfp®

Keenan H. Pool, Cfp® Email and Phone Number

Vice President | Financial Advisor @ Morgan Stanley Wealth Management
Eureka, CA, US
Keenan H. Pool, Cfp®'s Location
Eureka, California, United States, United States
About Keenan H. Pool, Cfp®

Joining Morgan Stanley in 2011, I am a seasoned investment professional in the financial services industry. Over the years, I have obtained the following professional registrations, certifications and designations: Series 7, 66, Portfolio Manager, CFP®, Financial Planning Specialist, and CA Insurance License.Along with other members of the Redwood Legacy Team at Morgan Stanley, I assist clients in addressing complex financial needs. I work closely with the team to help ensure an accurate and effective planning process to help meet the unique needs of each client.A graduate of Humboldt State University, I received a Bachelor’s Degree in Computer Information Systems. I also attended Boston University, where I received my Financial Planning Certificate.My wife Arianne and I reside in Eureka with our daughters. We enjoy spending time with family, camping, and travel. I am member of the Humboldt State University College of Professional Studies advisory board, as well as a Eureka Symphony Board Member

Keenan H. Pool, Cfp®'s Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

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Vice President | Financial Advisor
Eureka, CA, US
Keenan H. Pool, Cfp® Work Experience Details
  • Morgan Stanley Wealth Management
    Vice President | Financial Advisor
    Morgan Stanley Wealth Management
    Eureka, Ca, Us
  • Morgan Stanley Wealth Management
    Vice President | Financial Advisor
    Morgan Stanley Wealth Management Oct 2011 - Present
    My goal is to work as a bridge for successful people to help them get from where they are to working toward where they want to be.We do this by establishing objectives, performing analysis, and executing an investment plan.©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-redwood-legacy-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 1262165CA Insurance License #: 0H80844

Keenan H. Pool, Cfp® Education Details

  • Humboldt State University
    Humboldt State University
    Computer Information Systems

Frequently Asked Questions about Keenan H. Pool, Cfp®

What company does Keenan H. Pool, Cfp® work for?

Keenan H. Pool, Cfp® works for Morgan Stanley Wealth Management

What is Keenan H. Pool, Cfp®'s role at the current company?

Keenan H. Pool, Cfp®'s current role is Vice President | Financial Advisor.

What schools did Keenan H. Pool, Cfp® attend?

Keenan H. Pool, Cfp® attended Humboldt State University.

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