Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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Financial Planning Internship Videos

Keener Financial Planning started it’s internship program in 2021. Each year, we’ve created a video with our intern about their experience. We hope these financial planning internship videos can serve as a reference for those considering applying with our firm. Our goal is to give interns a high-value experience of what it’s really like to be a financial planner. We find it mutually beneficial to enable our interns to enjoy first-hand being part of a team working together to help clients meet their financial goals. Here’s our internship job posting with more details on the position.

Stephen Ropes was our summer 2024 intern. He had just graduated with a bachelor’s in Financial Planning from the University of North Texas.

Morgan Green was our summer 2023 intern. She was between her junior and senior year at BYU-Idaho.

Geselle Avalos was our 2022 financial planning intern. She was entering her senior year at Texas Tech in the personal financial planning program.

Our 2021 intern, Steven Myers, gave us a great first experience with an internship. He was entering his senior year at Edinboro University in the financial planning program.

 

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Keener Financial Planning
3 weeks ago
Keener Financial Planning

Our Spring Financial Planning Newsletter with updated investment market perspective, advice on how to handle 401(k) rollovers during times of market volatility, estate planning for your pets, and more! ... See MoreSee Less

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Spring 2025 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Our Spring 2025 financial planning newsletter is now available. And there’s a lot to cover! We share tips for how to handle 401(k) rollovers during volatile market conditions and a TurboTax double-c...
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Keener Financial Planning
1 month ago
Keener Financial Planning

Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday. We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Our office will close early at 3:00 PM today and remain closed through Friday in observance of Good Friday.  We will reopen with regular hours on Monday.

Wishing you a safe and wonderful weekend!
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Keener Financial Planning
1 month ago
Keener Financial Planning

In the midst of a tumultuous period in the investment markets, Christine Benz with Morningstar, Inc. provides a great to-do list for investors. ... See MoreSee Less

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What Now? An Investor’s To-Do List for Chaotic Markets

www.morningstar.com

A down market offers opportunities to check progress toward your long-term investing goals—and even save on taxes.
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Contact Us

Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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