Eric Keating
Wealth Advisor
Willow Creek Wealth Management, Inc.
A trusted partner for over 40 years. We have the expertise and experience to guide you through your financial life.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Willow Creek is proud to celebrate four decades of dedication to our clients, our community, and our employees.
Willow Creek Wealth Management is a fee-only financial planning firm in Sonoma County, CA serving clients throughout the San Francisco Bay Area and across the country.
Willow Creek offers comprehensive financial planning encompassing investment management, retirement planning, tax planning, charitable giving, sustainable investing, and more.
Get to Know Eric Keating
Eric Keating is a Wealth Advisors at Willow Creek Wealth Management.
My passion for the financial markets began in elementary school when my dad let me pick and follow stocks through the Wall Street Journal. I continued this path by majoring in finance at Santa Clara University and after graduation worked as an equities trader in San Francisco. After nearly a decade of trading stocks, I switched gears and began working in the wine industry, which soon led to the founding of my own winery in 2008. You may have even visited my tasting room in the Carneros region of Sonoma County.
Following 10 amazing years running the winery, I concluded that my real passion was helping others with their financial affairs. As I was phasing out of the wine business, I obtained my CFP certification and worked at JDH Wealth in Santa Rosa for close to four years as a wealth advisor.
I am particularly skilled in constructing, implementing, and managing investment portfolios. Other expertise includes small business planning, retirement projections, tax strategy, and special needs planning. I understand that every person's situation is different and that there are no cookie-cutter or rule-of-thumb answers. I take pride in my thoughtful and analytical approach to financial planning and look forward to making a difference in every client engagement I have.
My other area of expertise is a bit more unique: As a Chartered Special Needs Consultant (ChSNC®), I can help families and individuals with disabilities navigate the added planning complexities specific to them. Being a father of two young boys with special needs not only gives me the experience, but also the motivation to help others in similar situations.
ON A PERSONAL NOTE: I grew up in Santa Rosa and currently live there with my wife and two sons. When I am not spending time with them, you might find me on a golf course, wine tasting, or attending a sporting event.
EDUCATION:
- BS Finance, Santa Clara University
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Special Needs Consultant®
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Sustainable Investing
- Charitable Giving
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Women Experiencing Divorce
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Eric Keating's Designations and Affiliations
Eric Keating is a Chartered Special Needs Consultant® (ChSNC®)
Office Locations
825 Gravenstein Hwy N., Suite #5 - Sebastopol, CA 95472
