Advisor
Mark Keating, CFP®
Mark joined Willow Creek Financial Services in January 2008 as a financial advisor, focusing his efforts on portfolio management and financial planning. Mark has been in the financial services industry since 2000, most recently as an investment officer with Exchange Bank’s Wealth Management division and as a NASDAQ institutional equity trader with Wells Fargo Securities in San Francisco.
Mark is a CERTIFIED FINANCIAL PLANNER™, which gives him background in taxation, retirement planning, insurance, and estate planning. Additionally, he is a licensed investment advisor representative through the National Association of Securities Dealers. He earned his Bachelor of Science in Accounting from Santa Clara University.
Mark lives in Windsor with his wife, Camille, and sons, Jack, Sam and James. In his spare time, Mark enjoys traveling, basketball and many outdoor activities such as surfing, golf, mountain biking and camping.