Keith Foe, CFP®, CPA, CLU®, CFA®, QPFC

BACKGROUND & EXPERTISE
Keith Foe has been a Wealth Management Advisor since 2002. He earned his undergraduate degree in Finance, as well as his MBA from the University of Washington.

PROFESSIONAL APPROACH
Keith specializes in working with clients in or close to retirement. He provides a holistic planning approach to fit your needs. As your goals and aspirations are attained or you find they’ve changed over time, Keith will continue to work closely with you to make adjustments to your plan.

PERSONAL FULFILLMENT
Keith is a Seattle native. Currently living in Belltown, he loves to take advantage of all that the Pacific Northwest has to offer by getting outdoors to ski, spending time on Lake Union and Lake Washington, and taking weekend trips with his girlfriend, Anisa. In the community, Keith regularly volunteers for the Seattle Brain Cancer Walk and teaches accounting classes to prospective CPA candidates at North Seattle College. He also serves on the board of the Washington Autism Alliance (WAA) as their treasurer.

EDUCATION & CREDENTIALS
University of Washington
CFP®, CPA, CLU®, CFA®