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Keith Eck profile image

Keith Eck

Professional Speaker at Pacific Southwest Financial
Intro Book
Seasoned financial expert with 34 years of experience in financial planning, asset management, and insurance planning.
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Location
San Diego, California, United States, US
Skills
  • Financial Planning
  • Asset Management
  • Insurance Planning
  • Strategic Financial Planning
  • Coordination Of Estate Planning
  • Show all
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Bio

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Keith Eck is a seasoned financial expert with 34 years of experience in financial planning, asset management, and insurance planning. He has served as a founder/owner and business succession planning specialist, and has held various roles at the Business Enterprise Institute (BEI), Capitas Financial, and Make A Wish Foundation. Eck holds a Bachelor of Arts degree from the University of California, Los Angeles, and is a Chartered Financial Consultant (CHfC) and Chartered Life Underwriter (CLU).

Credentials

  • CHfC, Chartered Financial consultant & CLU Chartered Life Underwriter
    -

Experience

  • Pacific Southwest Financial
    • Professional Speaker
  • Keith Eck Financial & Insurance Services
    • Founder/Owner, Business Succession Planning Specialist
      • 1990 - Present
  • Capitas Financial
    • Capitas Financial
      • 2010 - 2019
  • Make A Wish Foundation
    • San Diego, California
    • Former Board Member
      • 1995 - Jan 2017
      • San Diego, California

      I have been a volunteer and Wish Grantor for the Make A Wish Foundation of San Diego from 1995 to the present.During this period of time I have served two seven year terms on the board of directors.

  • Integrated Financial
    • La Jolla California
    • Pension Consultant
      • Jan 1980 - Jan 1990
      • La Jolla California

      Designed Qualified and Non- Qualified retirement plans for closely held companies. We also assisted our Pension clients with their Investment, Insurance, Estate Planning and Business Succession needs.

  • NFL Players Association
    • Washington Redskins,1977 New York Giants, 1979-...
    • Football Player
      • 1977 - 1980
      • Washington Redskins,1977 New York Giants, 1979-...

      Played for the Washington Redskins in 1977, coached the Tackles and Tight Ends @ U.C.L.A. in 1978. Played for the New York Giants in 1979 and was on injured reserved for the Giants in 1980

Education

  • 1972 - 1976
    University of California, Los Angeles
  • 1969 - 1972
    Crespi Carmelite High School

Suggested Services

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Industry Focus. “Financial Services”

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