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San Diego Magazine /  February 2009 /  FIVE STAR Wealth Managers /  Keith Eck Stephanie San Antonio

Keith Eck Stephanie San Antonio

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Guiding Your Business Through the Next Generation

• As a former pro athlete with a career ending injury, Keith understands the value of advanced planning
• Our firm serves the comprehensive wealth management needs of closely held business owners
• Keith Eck Financial is dedicated to supporting local and global charities

Specializations: Business Succession Planning, Estate Planning Coordination, Asset Management, Insurance Brokerage Services
Designations: Keith – CLU, ChFC(R); Stephanie – Registered Health Underwriter (RHU)

Since 1978, Keith Eck has been successfully providing sound financial advice and excellent insurance service to his many clients. Stephanie joined KEF in 2003, specializing in executive benefits and brings the highest level of dedication and professionalism to their firm. KEF specializes in business succession planning, estate planning, asset management and insurance services. Their clientele consists of owners of closely held businesses.

KEF focuses on wealth transfer and asset protection for larger estates and advanced strategies designed to minimize taxes, while at the same time maximizing the value of the client’s holdings. In discussing their work philosophy for dealing with clients, Keith and Stephanie speak with sincerity and conviction: “Our mission is to serve clients in a way that is consistent with the values that we as a firm embrace. These values are: integrity, craftsmanship, innovation, service and financial conservatism. Our persistency, service and knowledge set us apart from other financial service individuals and firms.”

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Keith Eck Financial & Insurance Services

4275 Executive Square, Suite 900 • La Jolla, CA 92037
Phone: (858) 731-3115 • Fax: (858) 546-3978
keck@psfin.com • ssanantonio@psfin.com • www.keitheck.com

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Securities and Investment Advisory Services offered through Capital Analysts Incorporated. Member FINRA/SIPC. Capital Analysts Incorporated, Keith Eck Financial and Insurance Services, Pacific Southwest Financial®, and Capitas® Financial LLC are independent non-affiliated entities.