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 By Jean Keener, CFP, CRPC

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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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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