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Keith Offel

Founder &amp; President at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">StonehavenFG</span>
Intro Book
Seasoned financial expert with strategic planning and wealth management expertise.
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Location
Placentia, California, United States, US
Skills
  • Retirement Planning
  • Retirement
  • Strategic Planning
  • Wealth Management
  • Financial Advisory
  • Show all
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Bio

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Keith Offel is a seasoned financial expert with 25+ years of experience in strategic planning, wealth management, and business development. He has founded and led two companies, Stonehaven Financial Group and Offel Wealth Management Group, and has served as a program manager for the $2 billion GPS IIR program in the US Air Force. He holds a Master's degree in Public Administration and a Bachelor's degree in Business Administration and Management, General.

Experience

  • StonehavenFG
    • Placentia, CA
    • Founder & President
      • Feb 2011 - Present
      • Placentia, CA

      Stonehaven Financial Group is a comprehensive wealth management firm that specializes in financial planning, business planning, estate planning and investment management for high-net-worth individuals, families, and business owners.

  • Offel Wealth Management Group
    • Fullerton, CA
    • President
      • Jan 1995 - Feb 2011
      • Fullerton, CA

      Our goal is to provide each client with financial clarity - a clarity that allows our clients the peace of mind and the financial freedom to pursue their careers and personal dreams. SFG offers a wide range of services to meet all your financial planning needs, both for the present and the future.

  • StonehavenFG
    • Retired Air Force Lieutenant Colonel, GPS Program Manager
      • Jan 1971 - Apr 1996

      I am a retired Air Force lieutenant colonel, who logged 3,000 hours flying B52s. I served as program manager for the $2 billion worldwide Global Positioning System (GPS IIR), where I managed a team of more than 300 responsible for the design, testing, production and launch of all GPS satellites. ...

Education

  • 1981 - 1983
    University of Oklahoma
  • 1975 - 1977
    Boise State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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