Mikel Keifer, Cfa Email & Phone Number

Lafayette, California, United States

Bringing a steadfast commitment to enhancing the financial well-being of individuals and their families, businesses and their employees and nonprofit organizations through objective advice and oversight. As part of this commitment, we have brought together a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants and attorneys – dedicated to helping clients achieve their short- and long-term goals. We continually seek strategic opportunities to expand the breadth and depth of our firm to meet the evolving needs of our clients and to provide diverse perspectives and insights.

San Francisco, Ca

Jurika, Mills & Keifer is a boutique wealth management and advisory firm serving individuals, families, and smaller foundations and other institutions. We combine a forward-looking view of the world with a deep understanding of our clients to guide and manage the allocation and investment of their assets to fulfill their long-term objectives and aspirations.

Oakland, Ca

Boston, Ma

Business Administration With Concentrations In Finance And Accounting, Summa Cum Laude

Activities and Societies: President of the Finance and Investment Club

Business - Finance And Accounting