Dennis O'keefe

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

Hi there! We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Nevada (Gage), Washington (Launa) and Georgia (Ashley) as we operate remotely and work with clients from all around the US. We provide virtual, fee-only financial planning services to travel-loving families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between investing for the future, but also experiencing life now. Furthermore, we specialize in helping clients that have >$400,000 of household income and one (or more) of the following: - Young kids - Equity compensation (ISOs, NSOs, ESPP, RSUs,) - Business or aspiring to own a business - >$2 million net worth Our team includes Certified Financial Planners (CFP®), a Certified Student Loan Professional (CSLP®), a Chartered Financial Analyst (CFA), a Financial Paraplanner Qualified Professional (FPQP®), a Licensed Marriage and Family Therapist (LMFT) and a Certified Financial Therapist (CFT-I™) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life. We are fortunate to have been named to: - 2020 Investments News 40 Under 40 - 2020 Business Insider Top 23 Financial Planner for Millennials - 2021 Financial Advisor Magazine Top 10 Young Advisor to Watch - 2022 Investopedia Top 100 Financial Advisor We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. Disclaimer: We can't work with clients who don't like dogs!