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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Firm Ownership Update

August 1, 2022

Keener Financial Planning 2022 Ownership Team

The Keener Financial Planning firm ownership team has grown again this year. Samuel Pond, CFP®, became an owner effective January 1. He joins Kelli Hinton, Rachel Songer, and me. I now am the 97% owner and Rachel, Kelli and Samuel each hold 1%. Why we are expanding firm ownership We want the … [Read more...]

Filed Under: News Tagged With: ownership

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Keener Financial Planning
3 days ago

Such a fun book club yesterday! We'll be doing it again on Thursday in Dallas and Friday on zoom. ... See MoreSee Less

Such a fun book club
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Keener Financial Planning
3 days ago

Today, we pause to express our deepest gratitude to all who serve our country in the military. Your courage, dedication, and sacrifice protect the freedoms we cherish every day.

A heartfelt thank you to our incredible clients who have served, to a valued member of our team who has worn the uniform, and to all veterans beyond our community.

Your service inspires us.
Thank You and Happy Veterans Day! ❤️🤍💙
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Today, we pause to e
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Keener Financial Planning
1 week ago

Book Club next week! If you haven't RSVP'd yet, please let us know you're coming. ... See MoreSee Less

Book Club next week!
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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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