Advisor at Keefer Pension Consulting, Inc.
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Firm
Keefer Pension Consulting, Inc.
Location
El Segundo, CA 90245
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Guy Keefer is a CFP® professional with 39 years of industry experience. He is the sole advisor at Keefer Pension Consulting, Inc., an independent firm based in El Segundo, CA. Prior to founding his firm in 2009, he worked at Purshe Kaplan Sterling Investments for eight years. Keefer Pension Consulting provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm emphasizes pension and profit-sharing plan services, offering plan design, vendor analysis, investment oversight as a 3(21) fiduciary, and participant education. It manages portfolios primarily on a non-discretionary basis using low-cost mutual funds, ETFs, bonds, and occasional individual securities, with a focus on long-term investment strategies and ERISA- and IRC-related advice.
Based on Keefer Pension Consulting, Inc.
Based on Keefer Pension Consulting, Inc.
$0 - / Not explicitly defined: 0.20% to 1.00% depending on size and complexity for Retirement Plan Advisory Services $0 - / Not explicitly defined: 0.20% to 1.00% depending on size and complexity for Wealth Management Services
400 Continental Boulevard, 6 Th Floor
El Segundo, CA 90245
California
Purshe kaplan Sterling Investments
2009 - 2017 (8 years)
Keefer Pension Consulting, Inc.
2009 - Present (17 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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CFP®, Series 66
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Joseph C. Longo, Attorney At Law
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