At Keel Financial, we believe that financial literacy is the cornerstone of a successful financial journey. It empowers individuals to make informed decisions, seek to build wealth, and pursue financial…
Starting a business can be an exhilarating journey filled with immense opportunities and countless challenges. For an aspiring entrepreneur, we believe can be crucial to lay a solid foundation through…
Financial Planning and Investment Advisory Services offered through Winthrop Wealth, a Registered Investment Advisor.
CA Insurance License Information: David Moretsky | Domicile: WA | 10900 NE 4th St, STE # 2300, Bellevue, WA 98004 | CA Insurance # 0H44613
© Copyright 2026 Keel Financial. All rights reserved. Website by Outmark
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark,
and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
