Jeremy Keating
I help corporate employees retire earlier with more money. How long do you need to work? How much do you need to save? What rate of return do you need to earn? What happens if you change nothing?
- Role
- Financial Planner at Capital Income Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jeremy Keating
We use our trademarked Wealth Design Process to create a financial blueprint in 30 days…
Experience
Financial Planner
Jan 2015 — Present
At Capital Income Advisors, our goal is to enable you to live the life you dream ofby designing and executing an innovative and comprehensive wealthprogram to your life goals. We believe in a blueprinting process todetermine what in your life you find is important before deciding whatsolutions to pursue.Through our Wealth Design Process, our experienced team helps youdiscover your life goals, identify how best to utilize your wealthto work towards those goals, and implement strategies for your success.We are passionate about delivering exceptional advice,planning, and service to provide you with the financialconfidence necessary to allow you to trust in your plan and seek thelife you have designed.capitalincomeadvisors.com12636 High Bluff Dr #400San Diego, CA 92130Securities offered through Securities America, Inc, Member Advisory services offered through Arbor Point Advisors LLC. Capital Income Advisors, Securities America, Inc, and Arbor Point Advisors LLC are separate entities. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Jeremy Keating CA Insurance # 0E28476 Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation.
Education
San Diego State University
Bachelor of Science (BS), Business
1997 — 2000
Skills
- Pensions
- Financial Planning
- Pension Funds
- Team Leadership
- 401k
- Finance
- Customer Service
- Microsoft Office
- Telecommunications
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Finra
- Wealth Management
- Microsoft Excel
- Powerpoint
- Investment Strategies
- Strategic Planning
- Securities
- Public Speaking
- Retirement
- Strategic Financial Planning
- 401(K) Retirement Savings Plans
- Asset Allocation
- Mutual Funds
- Options
- Series 7
- Trading
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